Castleview Partners, LLC Schwab Fundamental U S Small C Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 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 714 shares of FNDA stock, worth $19,520. This represents 0.01% of its overall portfolio holdings.
Number of Shares
714
Previous 357
100.0%
Holding current value
$19,520
Previous $10,000
110.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
246MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.45 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.5 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.1 Million0.01% of portfolio