Custom Index Systems, LLC Schwab Fundamental U S Small C Transaction History
Custom Index Systems, LLC
- $176 Billion
- Q1 2024
A detailed history of Custom Index Systems, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Custom Index Systems, LLC holds 9,214 shares of FNDA stock, worth $542,336. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,214
Previous 7,380
24.85%
Holding current value
$542,336
Previous $408 Million
28.64%
% of portfolio
0.3%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
387Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.65 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$174 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$72.4 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.6 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.4 Million3.0% of portfolio