Creative Capital Management Investments LLC Schwab Fundamental U S Small C Transaction History
Creative Capital Management Investments LLC
- $191 Million
- Q2 2024
A detailed history of Creative Capital Management Investments LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 3 shares of FNDA stock, worth $173. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$173
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
404Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.63 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$72.3 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$60.4 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$56.3 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$51.6 Million0.01% of portfolio