Quadcap Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Quadcap Wealth Management, LLC
- $640 Billion
- Q3 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 239,635 shares of FNDX stock, worth $5.85 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
239,635
Previous 191,423
25.19%
Holding current value
$5.85 Million
Previous $12.8 Billion
34.12%
% of portfolio
2.69%
Previous 2.31%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.19 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.2 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.9 Million0.04% of portfolio