Cedar Point Capital Partners, LLC Schwab Fundamental U S Large C Transaction History
Cedar Point Capital Partners, LLC
- $134 Billion
- Q2 2024
A detailed history of Cedar Point Capital Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cedar Point Capital Partners, LLC holds 149,622 shares of FNDX stock, worth $10.3 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
149,622
Previous 149,574
0.03%
Holding current value
$10.3 Million
Previous $10.1 Billion
0.58%
% of portfolio
7.5%
Previous 7.65%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
525Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.77 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$207 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$182 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$177 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$172 Million0.05% of portfolio