Foundations Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 11,072 shares of FNDA stock, worth $608,074. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,072Holding current value
$608,074% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.27 Billion7.52% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$162 Million3.77% of portfolio
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Waddell & Associates, LLC1.23MShares$67.6 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.07MShares$58.5 Million4.27% of portfolio
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Steele Capital Management, Inc. Dubuque, IA942KShares$51.7 Million3.09% of portfolio