Capital Advisory Group Advisory Services, LLC Schwab Fundamental U S Small C Transaction History
Capital Advisory Group Advisory Services, LLC
- $210 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
385Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.57 Billion7.52% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$171 Million3.77% of portfolio
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Waddell & Associates, LLC1.23MShares$71.4 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.05MShares$60.7 Million4.14% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$56.6 Million3.0% of portfolio