Westmount Partners, LLC Schwab Fundamental U S Small C Transaction History
Westmount Partners, LLC
- $328 Billion
- Q1 2025
A detailed history of Westmount Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Westmount Partners, LLC holds 40,579 shares of FNDA stock, worth $1.07 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
40,579Holding current value
$1.07 Million% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
456Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.26 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$69.2 Million9.69% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.09MShares$54.8 Million2.97% of portfolio
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Clarius Group, LLC Seattle, WA1.88MShares$49.4 Million3.32% of portfolio
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Ubs Group Ag1.83MShares$48.1 Million0.01% of portfolio