Pennsylvania Capital Management Inc Schwab Fundamental U S Large C Transaction History
Pennsylvania Capital Management Inc
- $271 Million
- Q4 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 186,223 shares of FNDX stock, worth $4.43 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
186,223
Previous 53,114
250.61%
Holding current value
$4.43 Million
Previous $3.81 Million
15.69%
% of portfolio
1.62%
Previous 1.39%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.35 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$355 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$247 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$217 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$142 Million7.37% of portfolio