Cozad Asset Management Inc Schwab Fundamental U S Small C Transaction History
Cozad Asset Management Inc
- $1.02 Billion
- Q3 2024
A detailed history of Cozad Asset Management Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cozad Asset Management Inc holds 5,485 shares of FNDA stock, worth $174,806. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,485
Previous 5,501
0.29%
Holding current value
$174,806
Previous $302,000
7.95%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.15 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$40.9 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$33.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$29.4 Million0.01% of portfolio