Joel Greenblatt Schwab Fundamental U S Large C Transaction History
Gotham Asset Management, LLC
- $10.2 Billion
- Q4 2024
A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Gotham Asset Management, LLC holds 242,035 shares of FNDX stock, worth $5.33 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
242,035
Previous 65,102
271.78%
Holding current value
$5.33 Million
Previous $4.67 Million
22.69%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
672Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$329 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$133 Million7.44% of portfolio