Clear Point Advisors Inc. Schwab Fundamental U S Small C Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 55 shares of FNDA stock, worth $1,769. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 55
-0.0%
Holding current value
$1,769
Previous $3.01 Million
8.82%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
427Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.18 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$41.3 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$33.4 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$32.3 Million3.12% of portfolio
-
Ubs Group Ag921KShares$29.6 Million0.01% of portfolio