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
- $1.27 Trillion
- Q1 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 26,819 shares of FNDX stock, worth $664,306. This represents 0.05% of its overall portfolio holdings.
Number of Shares
26,819
Previous 32,971
18.66%
Holding current value
$664,306
Previous $781 Million
18.89%
% of portfolio
0.05%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio