Capital Advisors Inc Schwab Fundamental U S Large C Transaction History
Capital Advisors Inc
- $4.61 Billion
- Q1 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 9,459 shares of FNDX stock, worth $636,306. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,459
Previous 3,469
172.67%
Holding current value
$636,306
Previous $214,000
197.66%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.61 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
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Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
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Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio