Founders Capital Management Schwab Fundamental U S Small C Transaction History
Founders Capital Management
- $158 Million
- Q4 2024
A detailed history of Founders Capital Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Founders Capital Management holds 71,798 shares of FNDA stock, worth $2.19 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
71,798
Previous 35,331
103.22%
Holding current value
$2.19 Million
Previous $2.1 Million
1.33%
% of portfolio
1.35%
Previous 1.29%
Shares
3 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