Anchor Investment Management, LLC Schwab Fundamental U S Small C Transaction History
Anchor Investment Management, LLC
- $1.07 Trillion
- Q1 2025
A detailed history of Anchor Investment Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Anchor Investment Management, LLC holds 80 shares of FNDA stock, worth $2,344. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 80
-0.0%
Holding current value
$2,344
Previous $2.38 Million
7.79%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.87 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$77.2 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$61.1 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$55.6 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$55.2 Million3.32% of portfolio