Tidemark, LLC Schwab Fundamental U S Large C Transaction History
Tidemark, LLC
- $236 Million
- Q3 2024
A detailed history of Tidemark, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tidemark, LLC holds 596 shares of FNDX stock, worth $14,572. This represents 0.02% of its overall portfolio holdings.
Number of Shares
596
Previous 591
0.85%
Holding current value
$14,572
Previous $39.6 Million
99.89%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio