Asset Allocation Strategies LLC Schwab Fundamental U S Small C Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 14,401 shares of FNDA stock, worth $404,956. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,401Holding current value
$404,956% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.6 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$73 Million7.92% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$58 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$56 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$51.5 Million0.01% of portfolio