Bellevue Asset Management, LLC Schwab Fundamental U S Small C Transaction History
Bellevue Asset Management, LLC
- $180 Million
- Q2 2024
A detailed history of Bellevue Asset Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 1,726 shares of FNDA stock, worth $102,558. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,726
Previous 1,386
24.53%
Holding current value
$102,558
Previous $79,000
18.99%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.8 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.2 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$53.1 Million0.01% of portfolio