Clearstead Advisors, LLC Schwab Fundamental U S Small C Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,072 shares of FNDA stock, worth $153,377. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,072
Previous 5,275
3.85%
Holding current value
$153,377
Previous $289,000
4.5%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding FNDA
# of Institutions
445Shares Held
236MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.02 Billion1.12% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.3 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$43.9 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.2 Million2.04% of portfolio