Advisors Capital Management, LLC Schwab Fundamental U S Large C Transaction History

Advisors Capital Management, LLC

  • $6.16 Billion
  • Q4 2024

A detailed history of Advisors Capital Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Advisors Capital Management, LLC holds 12,987 shares of FNDX stock, worth $308,830. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,987
Previous 4,329 200.0%
Holding current value
$308,830
Previous $311,000 1.29%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $203,376 - $621,384
8,658 Added 200.0%
12,987 $307,000
Q2 2024

Aug 09, 2024
BUY
$63.87 - $67.55 $276,493 - $292,423
4,329 New
4,329 $290,000

Others Institutions Holding FNDX

# of Institutions
662
Shares Held
578M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Advisors Capital Management, LLC Portfolio

Follow Advisors Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisors Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisors Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email