Ever Source Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 565 shares of FNDA stock, worth $16,825. This represents 0.0% of its overall portfolio holdings.
Number of Shares
565
Previous 565
-0.0%
Holding current value
$16,825
Previous $31,000
6.45%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.94 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.4 Million0.01% of portfolio