Paradigm Financial Partners, LLC Schwab Fundamental U S Large C Transaction History
Paradigm Financial Partners, LLC
- $708 Million
- Q3 2024
A detailed history of Paradigm Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 144,240 shares of FNDX stock, worth $3.46 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
144,240
Previous 52,496
174.76%
Holding current value
$3.46 Million
Previous $3.52 Million
194.37%
% of portfolio
1.46%
Previous 0.53%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio