Focus Financial Network, Inc. Schwab Fundamental U S Small C Transaction History
Focus Financial Network, Inc.
- $2.34 Trillion
- Q2 2024
A detailed history of Focus Financial Network, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Focus Financial Network, Inc. holds 11,266 shares of FNDA stock, worth $672,692. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,266
Previous 10,195
10.51%
Holding current value
$672,692
Previous $540 Million
23.36%
% of portfolio
0.03%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding FNDA
# of Institutions
388Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.73 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$176 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$73.5 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.5 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58.3 Million3.0% of portfolio