Cidel Asset Management Inc Schwab Fundamental U S Small C Transaction History
Cidel Asset Management Inc
- $1.27 Billion
- Q3 2024
A detailed history of Cidel Asset Management Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cidel Asset Management Inc holds 8,576 shares of FNDA stock, worth $256,508. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,576
Previous 8,576
-0.0%
Holding current value
$256,508
Previous $470,000
8.51%
% of portfolio
0.04%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
123MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.95 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.4 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
-
Moller Financial Services1MShares$29.9 Million7.82% of portfolio