Org Partners LLC Schwab Fundamental U S Small C Transaction History
Org Partners LLC
- $689 Million
- Q4 2024
A detailed history of Org Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Org Partners LLC holds 7,293 shares of FNDA stock, worth $222,436. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,293
Previous 2,964
146.05%
Holding current value
$222,436
Previous $176,000
22.73%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
426Shares Held
127MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.01 Billion1.14% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.8 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.3 Million18.49% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.1 Million9.38% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.6 Million3.12% of portfolio