Beacon Pointe Advisors, LLC Schwab Fundamental U S Small C Transaction History
Beacon Pointe Advisors, LLC
- $9.37 Billion
- Q2 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 25,633 shares of FNDA stock, worth $800,518. This represents 0.01% of its overall portfolio holdings.
Number of Shares
25,633
Previous 27,397
6.44%
Holding current value
$800,518
Previous $750,000
2.13%
% of portfolio
0.01%
Previous 0.01%
Shares
17 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