Pennsylvania Capital Management Inc Schwab Fundamental U S Large C Transaction History
Pennsylvania Capital Management Inc
- $274 Million
- Q3 2024
A detailed history of Pennsylvania Capital Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pennsylvania Capital Management Inc holds 53,114 shares of FNDX stock, worth $1.27 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
53,114
Previous 48,228
10.13%
Holding current value
$1.27 Million
Previous $3.23 Million
17.99%
% of portfolio
1.39%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.12 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.7 Million0.04% of portfolio