Accredited Investors Inc. Schwab Fundamental U S Small C Transaction History
Accredited Investors Inc.
- $1.68 Billion
- Q3 2024
A detailed history of Accredited Investors Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Accredited Investors Inc. holds 340,212 shares of FNDA stock, worth $10.1 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
340,212
Previous 340,212
-0.0%
Holding current value
$10.1 Million
Previous $20.3 Million
-0.0%
% of portfolio
1.21%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.94 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.4 Million0.01% of portfolio