Clarity Capital Advisors, LLC Schwab Fundamental U S Small C Transaction History
Clarity Capital Advisors, LLC
- $125 Billion
- Q1 2024
A detailed history of Clarity Capital Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clarity Capital Advisors, LLC holds 10,630 shares of FNDA stock, worth $577,102. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,630
Previous 10,601
0.27%
Holding current value
$577,102
Previous $587 Million
3.32%
% of portfolio
0.48%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
386Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.21 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$160 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$66.8 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$57.9 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.1 Million3.09% of portfolio