Sovran Advisors, LLC Schwab Fundamental U S Small C Transaction History
Sovran Advisors, LLC
- $954 Billion
- Q2 2025
A detailed history of Sovran Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sovran Advisors, LLC holds 8,018 shares of FNDA stock, worth $234,927. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,018
Previous 16,085
50.15%
Holding current value
$234,927
Previous $408 Million
41.92%
% of portfolio
0.02%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
456Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.87 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$77.2 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$61.1 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$55.6 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$55.2 Million3.32% of portfolio