American Capital Advisory, LLC Schwab Fundamental U S Large C Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, American Capital Advisory, LLC holds 584 shares of FNDX stock, worth $40,395. This represents 0.03% of its overall portfolio holdings.
Number of Shares
584
Previous 575
1.57%
Holding current value
$40,395
Previous $31.6 Million
14.5%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
532Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.85 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$209 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$190 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio