Capital Advisors Inc Schwab Fundamental U S Large C Transaction History
Capital Advisors Inc
- $4.75 Billion
- Q2 2024
A detailed history of Capital Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Advisors Inc holds 8,439 shares of FNDX stock, worth $605,076. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,439
Previous 9,459
10.78%
Holding current value
$605,076
Previous $637,000
11.3%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio