Cedar Point Capital Partners, LLC Schwab Fundamental U S Small C Transaction History
Cedar Point Capital Partners, LLC
- $134 Billion
- Q2 2024
A detailed history of Cedar Point Capital Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cedar Point Capital Partners, LLC holds 18,711 shares of FNDA stock, worth $1.09 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
18,711
Previous 18,283
2.34%
Holding current value
$1.09 Million
Previous $1.04 Billion
1.45%
% of portfolio
0.77%
Previous 0.79%
Shares
3 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
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$171 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$71.4 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$60.7 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$56.6 Million3.0% of portfolio