Alhambra Investment Partners LLC Schwab Fundamental U S Large C Transaction History
Alhambra Investment Partners LLC
- $192 Million
- Q4 2024
A detailed history of Alhambra Investment Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Alhambra Investment Partners LLC holds 313,653 shares of FNDX stock, worth $7.36 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
313,653
Previous 83,229
276.86%
Holding current value
$7.36 Million
Previous $5.97 Million
24.36%
% of portfolio
3.86%
Previous 3.16%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.22 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$350 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$244 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$214 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$140 Million7.37% of portfolio