Cap Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 2024

A detailed history of Cap Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 4,597 shares of FNDX stock, worth $109,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,597
Previous 4,597 -0.0%
Holding current value
$109,178
Previous $307,000 7.17%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
SELL
$52.49 - $57.54 $80,099 - $87,806
-1,526 Reduced 24.92%
4,597 $252,000
Q4 2022

Feb 01, 2023
BUY
$48.43 - $56.6 $73,904 - $86,371
1,526 Added 33.2%
6,123 $327,000
Q2 2022

Aug 05, 2022
BUY
$49.93 - $59.29 $1,298 - $1,541
26 Added 0.57%
4,597 $234,000
Q1 2022

May 02, 2022
BUY
$55.41 - $59.9 $997 - $1,078
18 Added 0.4%
4,571 $267,000
Q2 2021

Aug 10, 2021
BUY
$52.09 - $56.08 $237,165 - $255,332
4,553 New
4,553 $249,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Cap Wealth Advisors, LLC Portfolio

Follow Cap Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email