Cgc Financial Services, LLC Schwab Fundamental U S Large C Transaction History
Cgc Financial Services, LLC
- $251 Billion
- Q4 2024
A detailed history of Cgc Financial Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cgc Financial Services, LLC holds 432 shares of FNDX stock, worth $10,640. This represents 0.0% of its overall portfolio holdings.
Number of Shares
432
Previous 1,073
59.74%
Holding current value
$10,640
Previous $77 Million
86.71%
% of portfolio
0.0%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
607Shares Held
232MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio