Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Small C Transaction History
Dhjj Financial Advisors, Ltd.
- $226 Million
- Q3 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 2,032 shares of FNDA stock, worth $64,759. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,032
Previous 2,025
0.35%
Holding current value
$64,759
Previous $111,000
9.01%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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