Truvestments Capital LLC Schwab Fundamental U S Large C Transaction History
Truvestments Capital LLC
- $376 Million
- Q4 2024
A detailed history of Truvestments Capital LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Truvestments Capital LLC holds 342 shares of FNDX stock, worth $8,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
342
Previous 114
200.0%
Holding current value
$8,225
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
660Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.46 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio