Srs Capital Advisors, Inc. Schwab Fundamental U S Small C Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 122 shares of FNDA stock, worth $7,095. This represents 0.0% of its overall portfolio holdings.
Number of Shares
122
Previous 122
-0.0%
Holding current value
$7,095
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.68 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$72.9 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$60.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$56.8 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52 Million0.01% of portfolio