Alps Advisors Inc Schwab Fundamental U S Small C Transaction History
Alps Advisors Inc
- $15.7 Billion
- Q4 2024
A detailed history of Alps Advisors Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Alps Advisors Inc holds 613,033 shares of FNDA stock, worth $18 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
613,033
Previous 452,135
35.59%
Holding current value
$18 Million
Previous $26.9 Million
32.4%
% of portfolio
0.12%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
469Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.83 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio