Private Capital Management LLC Schwab Fundamental U S Large C Transaction History
Private Capital Management LLC
- $538 Million
- Q2 2024
A detailed history of Private Capital Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Private Capital Management LLC holds 13,644 shares of FNDX stock, worth $325,955. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,644
Previous 14,293
4.54%
Holding current value
$325,955
Previous $963,000
5.19%
% of portfolio
0.17%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
570Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio