Quadcap Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Quadcap Wealth Management, LLC
- $640 Billion
- Q3 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 239,635 shares of FNDX stock, worth $5.91 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
239,635
Previous 191,423
25.19%
Holding current value
$5.91 Million
Previous $12.8 Billion
34.12%
% of portfolio
2.69%
Previous 2.31%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
621Shares Held
511MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.7 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio