C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Fundamental U S Large C Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $1.07 Trillion
- Q2 2025
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 27,365 shares of FNDX stock, worth $713,131. This represents 0.06% of its overall portfolio holdings.
Number of Shares
27,365
Previous 26,819
2.04%
Holding current value
$713,131
Previous $633 Million
6.05%
% of portfolio
0.06%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$223 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio