Catalyst Financial Partners LLC Schwab Fundamental U S Large C Transaction History
Catalyst Financial Partners LLC
- $511 Billion
- Q3 2024
A detailed history of Catalyst Financial Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 2,998 shares of FNDX stock, worth $70,962. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,998
Previous 2,998
-0.0%
Holding current value
$70,962
Previous $201 Million
7.14%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
574Shares Held
189MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.08 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$102 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$63.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$49.7 Million23.99% of portfolio