Collective Family Office LLC Schwab Fundamental U S Small C Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Collective Family Office LLC holds 436,916 shares of FNDA stock, worth $12.7 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
436,916
Previous 216,458
101.85%
Holding current value
$12.7 Million
Previous $12.9 Million
0.64%
% of portfolio
3.61%
Previous 3.55%
Shares
13 transactions
Others Institutions Holding FNDA
# of Institutions
470Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.8 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$75.5 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.1 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.3 Million0.01% of portfolio