American Capital Advisory, LLC Schwab Fundamental U S Large C Transaction History
American Capital Advisory, LLC
- $172 Billion
- Q3 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, American Capital Advisory, LLC holds 592 shares of FNDX stock, worth $14,622. This represents 0.02% of its overall portfolio holdings.
Number of Shares
592
Previous 584
1.37%
Holding current value
$14,622
Previous $36.2 Million
17.4%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
599Shares Held
211MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.9 Million5.63% of portfolio