National Wealth Management Group, LLC Schwab Fundamental U S Small C Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,665 shares of FNDA stock, worth $275,888. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,665
Previous 4,641
0.52%
Holding current value
$275,888
Previous $265 Million
3.2%
% of portfolio
0.2%
Previous 0.21%
Shares
3 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$5.77 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$52.9 Million0.01% of portfolio