Nalls Sherbakoff Group, LLC Schwab Fundamental U S Small C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 12,827 shares of FNDA stock, worth $400,587. This represents 0.63% of its overall portfolio holdings.
Number of Shares
12,827
Previous 12,881
0.42%
Holding current value
$400,587
Previous $625 Million
13.67%
% of portfolio
0.63%
Previous 0.61%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.65 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.7 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$54.8 Million18.75% of portfolio