Financial Advisory Service, Inc. Schwab Fundamental U S Small C Transaction History
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 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 1,662 shares of FNDA stock, worth $50,142. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,662
Previous 841
97.62%
Holding current value
$50,142
Previous $50,000
2.0%
% of portfolio
0.0%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.01 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$78.3 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.3 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.1 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$55.2 Million0.01% of portfolio