Bordeaux Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
465Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.68 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84.6 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$64.1 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58.3 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$55.2 Million18.75% of portfolio