Castleview Partners, LLC Schwab Fundamental U S Small C Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

A detailed history of Castleview Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Castleview Partners, LLC holds 357 shares of FNDA stock, worth $11,488. This represents 0.01% of its overall portfolio holdings.

Number of Shares

357

Holding current value

$11,488

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$54.26 - $60.01 $19,370 - $21,423	357 New	357 $21,000

Others Institutions Holding FNDA

# of Institutions

427

Shares Held

122M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.18 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$41.3 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$33.4 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$32.3 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$29.6 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

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Castleview Partners, LLC Schwab Fundamental U S Small C Transaction History