Elevate Wealth Advisory, Inc Schwab Fundamental U S Small C Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,066 shares of FNDA stock, worth $62,659. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,066
Previous 1,066
-0.0%
Holding current value
$62,659
Previous $59 Million
3.04%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
387Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.64 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$174 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$72.3 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.6 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.4 Million3.0% of portfolio