Alps Advisors Inc Schwab Fundamental U S Small C Transaction History
Alps Advisors Inc
- $14.8 Billion
- Q3 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 452,135 shares of FNDA stock, worth $13.9 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
452,135
Previous 458,510
1.39%
Holding current value
$13.9 Million
Previous $25.2 Million
6.96%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
429Shares Held
128MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.03 Billion1.14% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$61.2 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.6 Million18.49% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.4 Million9.38% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.8 Million3.12% of portfolio