Capasso Planning Partners LLC Schwab Fundamental U S Large C Transaction History
Capasso Planning Partners LLC
- $236 Million
- Q4 2024
A detailed history of Capasso Planning Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 132,049 shares of FNDX stock, worth $3.04 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
132,049
Previous 62,872
110.03%
Holding current value
$3.04 Million
Previous $4.51 Million
30.7%
% of portfolio
1.32%
Previous 1.37%
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$9.05 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$344 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$239 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$210 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$138 Million7.37% of portfolio