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 $429,005. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,401Holding current value
$429,005% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.94 Billion1.14% of portfolio
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Waddell & Associates, LLC1.28MShares$38.2 Million9.38% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$29.9 Million3.12% of portfolio
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Ubs Group Ag921KShares$27.4 Million0.01% of portfolio