Callan Capital, LLC Schwab Fundamental U S Small C Transaction History
Callan Capital, LLC
- $1.42 Billion
- Q3 2024
A detailed history of Callan Capital, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Callan Capital, LLC holds 321,963 shares of FNDA stock, worth $9.81 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
321,963
Previous 338,814
4.97%
Holding current value
$9.81 Million
Previous $18.6 Million
3.07%
% of portfolio
1.35%
Previous 1.53%
Shares
29 transactions
Others Institutions Holding FNDA
# of Institutions
439Shares Held
131MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.01 Billion1.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.9 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.8 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.2 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.5 Million2.04% of portfolio