Coldstream Capital Management Inc Schwab Fundamental U S Small C Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 2025
A detailed history of Coldstream Capital Management Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Coldstream Capital Management Inc holds 1,316 shares of FNDA stock, worth $36,334. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,316Holding current value
$36,334% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.53 Billion1.05% of portfolio
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Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
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Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
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Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio