Ameriprise Financial Inc Schwab Fundamental U S Small C Transaction History
Ameriprise Financial Inc
- $358 Billion
- Q1 2024
A detailed history of Ameriprise Financial Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ameriprise Financial Inc holds 878,738 shares of FNDA stock, worth $47.9 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
878,738
Previous 796,465
10.33%
Holding current value
$47.9 Million
Previous $44.1 Million
13.68%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.23 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.1 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.1 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio