Kelman Lazarov, Inc. Schwab Fundamental U S Large C Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 809,774 shares of FNDX stock, worth $19.2 Million. This represents 11.07% of its overall portfolio holdings.
Number of Shares
809,774
Previous 800,453
1.16%
Holding current value
$19.2 Million
Previous $53.6 Million
8.38%
% of portfolio
11.07%
Previous 10.85%
Shares
29 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.1 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.3 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.4 Million0.04% of portfolio