Cedar Point Capital Partners, LLC Schwab Fundamental U S Large C Transaction History
Cedar Point Capital Partners, LLC
- $132 Billion
- Q1 2024
A detailed history of Cedar Point Capital Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cedar Point Capital Partners, LLC holds 149,574 shares of FNDX stock, worth $10.1 Million. This represents 7.65% of its overall portfolio holdings.
Number of Shares
149,574
Previous 146,534
2.07%
Holding current value
$10.1 Million
Previous $9.08 Billion
11.06%
% of portfolio
7.65%
Previous 7.51%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.62 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio