Tru North Capital Management, LLC Schwab Fundamental U S Large C Transaction History
Tru North Capital Management, LLC
- $338 Billion
- Q3 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 192,096 shares of FNDX stock, worth $4.59 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
192,096
Previous 183,990
4.41%
Holding current value
$4.59 Million
Previous $12.3 Billion
11.86%
% of portfolio
4.08%
Previous 4.0%
Shares
3 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