Financial Perspectives, Inc Schwab Fundamental U S Small C Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Perspectives, Inc holds 544 shares of FNDA stock, worth $32,155. This represents 0.01% of its overall portfolio holdings.
Number of Shares
544
Previous 544
-0.0%
Holding current value
$32,155
Previous $31 Million
3.7%
% of portfolio
0.01%
Previous 0.01%
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