C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Fundamental U S Large C Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $1.23 Trillion
- Q4 2024
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 32,971 shares of FNDX stock, worth $806,140. This represents 0.06% of its overall portfolio holdings.
Number of Shares
32,971Holding current value
$806,140% of portfolio
0.06%Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
628Shares Held
519MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
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Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio