Comprehensive Financial Consultants Institutional, Inc. Schwab Fundamental U S Small C Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$50.55 - $56.5 $3,841 - $4,294	-76 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$52.31 - $57.77 $3,975 - $4,390	76 New	76 $4,000

Others Institutions Holding FNDA

# of Institutions

427

Shares Held

122M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.18 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$41.3 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$33.4 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$32.3 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$29.6 Million
0.01% of portfolio

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