Bartlett & Co. LLC Schwab Fundamental U S Small C Transaction History
Bartlett & Co. LLC
- $6.16 Billion
- Q4 2023
A detailed history of Bartlett & Co. LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bartlett & Co. LLC holds 486 shares of FNDA stock, worth $15,177. This represents 0.0% of its overall portfolio holdings.
Number of Shares
486
Previous 486
-0.0%
Holding current value
$15,177
Previous $24,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
465Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.65 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.7 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$54.8 Million18.75% of portfolio