Red Mountain Financial, LLC Schwab Fundamental U S Small C Transaction History
Red Mountain Financial, LLC
- $82.9 Billion
- Q2 2024
A detailed history of Red Mountain Financial, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Red Mountain Financial, LLC holds 16,812 shares of FNDA stock, worth $977,785. This represents 1.11% of its overall portfolio holdings.
Number of Shares
16,812
Previous 16,078
4.57%
Holding current value
$977,785
Previous $890 Million
3.75%
% of portfolio
1.11%
Previous 1.38%
Shares
2 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