Wealth Forward, LLC Schwab Fundamental U S Small C Call Options Transaction History

Wealth Forward, LLC

$143 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

425

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.15 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$40.9 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$33.1 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$31.9 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$29.4 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.