Harbour Investment Management LLC Schwab Fundamental U S Large C Transaction History
Harbour Investment Management LLC
- $223 Million
- Q4 2024
A detailed history of Harbour Investment Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Harbour Investment Management LLC holds 59,391 shares of FNDX stock, worth $1.46 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
59,391
Previous 19,797
200.0%
Holding current value
$1.46 Million
Previous $1.42 Million
0.99%
% of portfolio
0.63%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
658Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$367 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$255 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio