Creekside Partners Schwab Fundamental U S Large C Transaction History
Creekside Partners
- $193 Billion
- Q3 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 3,734 shares of FNDX stock, worth $89,205. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,734
Previous 3,734
-0.0%
Holding current value
$89,205
Previous $250 Million
7.14%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.12 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.7 Million0.04% of portfolio