Lodestar Private Asset Management LLC Schwab Fundamental U S Large C Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 112,659 shares of FNDX stock, worth $2.78 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
112,659
Previous 37,858
197.58%
Holding current value
$2.78 Million
Previous $2.72 Million
1.8%
% of portfolio
0.34%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
606Shares Held
225MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.8 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio