Werba Rubin Papier Wealth Management Schwab Fundamental U S Small C Transaction History
Werba Rubin Papier Wealth Management
- $362 Billion
- Q2 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 9,082 shares of FNDA stock, worth $536,837. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,082
Previous 9,082
-0.0%
Holding current value
$536,837
Previous $518 Million
3.7%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
408Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.77 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.1 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.8 Million0.01% of portfolio