Concourse Financial Group Securities, Inc. Schwab Fundamental U S Small C Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 51 shares of FNDA stock, worth $1,597. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 43
18.6%
Holding current value
$1,597
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
25 transactions
Others Institutions Holding FNDA
# of Institutions
419Shares Held
121MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.09 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$40.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.4 Million3.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$28 Million0.01% of portfolio