Elevate Wealth Advisory, Inc Schwab Fundamental U S Small C Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,066 shares of FNDA stock, worth $60,911. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,066
Previous 1,066
-0.0%
Holding current value
$60,911
Previous $60.8 Million
3.33%
% of portfolio
0.05%
Previous 0.05%
Shares
1 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