Ackerman Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History
Ackerman Capital Advisors, LLC
- $380 Million
- Q4 2024
A detailed history of Ackerman Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ackerman Capital Advisors, LLC holds 11,822 shares of FNDX stock, worth $290,230. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,822
Previous 4,944
139.12%
Holding current value
$290,230
Previous $354,000
21.19%
% of portfolio
0.07%
Previous 0.09%
Shares
20 transactions
Others Institutions Holding FNDX
# of Institutions
658Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$367 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$255 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio