Ehrlich Financial Group Schwab Fundamental U S Small C Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ehrlich Financial Group holds 4,491 shares of FNDA stock, worth $144,565. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,491
Previous 4,491
-0.0%
Holding current value
$144,565
Previous $247 Million
8.47%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
427Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.18 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$41.3 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$33.4 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$32.3 Million3.12% of portfolio
-
Ubs Group Ag921KShares$29.6 Million0.01% of portfolio