Bridge Generations Wealth Management LLC Schwab Fundamental U S Small C Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q4 2024
A detailed history of Bridge Generations Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 217 shares of FNDA stock, worth $6,594. This represents 0.0% of its overall portfolio holdings.
Number of Shares
217Holding current value
$6,594% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
467Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.05 Billion1.12% of portfolio
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Waddell & Associates, LLC2.6MShares$78.9 Million7.92% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.7 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$60.6 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$55.6 Million0.01% of portfolio