Cape Investment Advisory, Inc. Schwab Fundamental Intl Large Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 180 shares of FNDF stock, worth $6,634. This represents 0.0% of its overall portfolio holdings.
Number of Shares
180
Previous 176
2.27%
Holding current value
$6,634
Previous $6.58 Million
8.98%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.46 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$662 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$412 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$342 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$230 Million0.01% of portfolio