Dorsey & Whitney Trust CO LLC Schwab Fundamental U S Small C Transaction History
Dorsey & Whitney Trust CO LLC
- $1.42 Billion
- Q2 2024
A detailed history of Dorsey & Whitney Trust CO LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dorsey & Whitney Trust CO LLC holds 13,731 shares of FNDA stock, worth $815,896. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,731
Previous 13,731
-0.0%
Holding current value
$815,896
Previous $783,000
3.7%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.8 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.2 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$53.1 Million0.01% of portfolio