Entrewealth, LLC Schwab Fundamental U S Small C Transaction History
Entrewealth, LLC
- $130 Billion
- Q1 2025
A detailed history of Entrewealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Entrewealth, LLC holds 21,594 shares of FNDA stock, worth $604,200. This represents 0.45% of its overall portfolio holdings.
Number of Shares
21,594
Previous 11,524
87.38%
Holding current value
$604,200
Previous $679 Million
12.86%
% of portfolio
0.45%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.6 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$73.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$58.4 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$53.1 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52.7 Million3.32% of portfolio