Clay Northam Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Clay Northam Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Clay Northam Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 10,140 shares of FNDA stock, worth $579,399. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,140
Previous 10,240
0.98%
Holding current value
$579,399
Previous $583,000
4.63%
% of portfolio
0.43%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
406Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.58 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$71.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$59.8 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$55.8 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$51.1 Million0.01% of portfolio