Caitlin John, LLC Schwab Fundamental U S Large C Transaction History
Caitlin John, LLC
- $160 Billion
- Q3 2024
A detailed history of Caitlin John, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Caitlin John, LLC holds 5,961 shares of FNDX stock, worth $141,156. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,961
Previous 1,987
200.0%
Holding current value
$141,156
Previous $123 Million
19.49%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.09 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.1 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.2 Million0.04% of portfolio