Leonard Rickey Investment Advisors P.L.L.C. Schwab Fundamental U S Large C Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $434 Million
- Q4 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 1,391,443 shares of FNDX stock, worth $34.3 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
1,391,443
Previous 455,484
205.49%
Holding current value
$34.3 Million
Previous $32.7 Million
0.81%
% of portfolio
7.6%
Previous 7.55%
Shares
29 transactions
Others Institutions Holding FNDX
# of Institutions
607Shares Held
232MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Callan Capital, LLC La Jolla, CA3.72MShares$91.6 Million6.46% of portfolio