Clear Point Advisors Inc. Schwab Fundamental U S Small C Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 55 shares of FNDA stock, worth $3,142. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 55
-0.0%
Holding current value
$3,142
Previous $3.12 Million
3.72%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
406Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.58 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$71.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$59.8 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$55.8 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$51.1 Million0.01% of portfolio