Tru North Capital Management, LLC Schwab Fundamental U S Large C Transaction History
Tru North Capital Management, LLC
- $366 Billion
- Q4 2024
A detailed history of Tru North Capital Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tru North Capital Management, LLC holds 657,445 shares of FNDX stock, worth $16.2 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
657,445
Previous 192,096
242.25%
Holding current value
$16.2 Million
Previous $13.8 Billion
12.94%
% of portfolio
4.26%
Previous 4.08%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.21 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio