Cape Investment Advisory, Inc. Schwab Fundamental U S Broad M Transaction History
Cape Investment Advisory, Inc.
- $102 Billion
- Q3 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 340 shares of FNDB stock, worth $8,806. This represents 0.01% of its overall portfolio holdings.
Number of Shares
340Holding current value
$8,806% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
169Shares Held
13.8MCall Options Held
0Put Options Held
0-
Callan Capital, LLC La Jolla, CA1.34MShares$34.6 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.31MShares$33.9 Million1.17% of portfolio
-
Financial Consulate, Inc1.22MShares$31.7 Million4.64% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA723KShares$18.7 Million3.28% of portfolio
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Cambridge Investment Research Advisors, Inc.700KShares$18.1 Million0.05% of portfolio