Financial Advisory Service, Inc. Schwab Fundamental U S Small C Transaction History
Financial Advisory Service, Inc.
- $1.18 Billion
- Q3 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 841 shares of FNDA stock, worth $25,633. This represents 0.0% of its overall portfolio holdings.
Number of Shares
841
Previous 850
1.06%
Holding current value
$25,633
Previous $46,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
28 transactions
Others Institutions Holding FNDA
# of Institutions
439Shares Held
131MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.01 Billion1.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.9 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.8 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.2 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.5 Million2.04% of portfolio