Org Partners LLC Schwab Fundamental U S Large C Transaction History
Org Partners LLC
- $689 Million
- Q4 2024
A detailed history of Org Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Org Partners LLC holds 1,011 shares of FNDX stock, worth $24,445. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,011
Previous 337
200.0%
Holding current value
$24,445
Previous $24,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.16 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.3 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.4 Million0.04% of portfolio