Cgc Financial Services, LLC Schwab Fundamental U S Large C Transaction History
Cgc Financial Services, LLC
- $296 Billion
- Q2 2025
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 $10,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
432
Previous 432
-0.0%
Holding current value
$10,748
Previous $10.2 Million
3.93%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
700Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$386 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$212 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio