Quadcap Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Quadcap Wealth Management, LLC
- $440 Billion
- Q1 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 153,501 shares of FNDX stock, worth $10.3 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
153,501
Previous 88,067
74.3%
Holding current value
$10.3 Million
Previous $5.45 Billion
89.64%
% of portfolio
2.35%
Previous 1.41%
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$8.61 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