Endurance Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History
Endurance Wealth Management, Inc.
- $731 Million
- Q2 2023
A detailed history of Endurance Wealth Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 123 shares of FNDA stock, worth $6,677. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123
Previous 123
-0.0%
Holding current value
$6,677
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
386Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.21 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$160 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$66.8 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$57.9 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.1 Million3.09% of portfolio