Bristlecone Advisors, LLC Schwab Fundamental U S Small C Transaction History
Bristlecone Advisors, LLC
- $1.27 Billion
- Q4 2024
A detailed history of Bristlecone Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 913 shares of FNDA stock, worth $23,153. This represents 0.0% of its overall portfolio holdings.
Number of Shares
913
Previous 454
101.1%
Holding current value
$23,153
Previous $27,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
468Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.05 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$65.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$52.9 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.7 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.4 Million0.01% of portfolio