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
- $1.18 Trillion
- Q3 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 9,577 shares of FNDX stock, worth $228,124. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,577
Previous 7,782
23.07%
Holding current value
$228,124
Previous $521 Million
31.86%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.1 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.6 Million0.04% of portfolio