Foundations Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 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 40,978 shares of FNDA stock, worth $1.22 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
40,978
Previous 22,232
84.32%
Holding current value
$1.22 Million
Previous $1.22 Million
100.08%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
412Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.9 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$37.2 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.8 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$28.9 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.5 Million0.01% of portfolio