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

$1.18 Trillion
Q3 2024

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 9,577 shares of FNDX stock, worth $235,881. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,577

Previous 7,782 23.07%

Holding current value

$235,881

Previous $521 Million 31.86%

% of portfolio

0.06%

Previous 0.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$65.36 - $71.76 $117,321 - $128,809	1,795 Added 23.07%	9,577 $687 Million
Q2 2024 Aug 02, 2024	BUY	$63.87 - $67.55 $128,761 - $136,180	2,016 Added 34.96%	7,782 $521 Million
Q1 2024 May 03, 2024	BUY	$60.89 - $67.39 $50,112 - $55,461	823 Added 16.65%	5,766 $389 Million
Q4 2023 Feb 12, 2024	BUY	$53.46 - $62.11 $264,252 - $307,009	4,943 New	4,943 $306 Million

Others Institutions Holding FNDX

# of Institutions

576

Shares Held

191M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Fundamental U S Large C Transaction History