Creekside Partners Schwab Fundamental U S Large C Transaction History
Creekside Partners
- $193 Billion
- Q4 2024
A detailed history of Creekside Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creekside Partners holds 11,202 shares of FNDX stock, worth $273,888. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,202
Previous 3,734
200.0%
Holding current value
$273,888
Previous $268 Million
1.0%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
628Shares Held
519MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio