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 $1.96 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
71,798
Previous 35,331
103.22%
Holding current value
$1.96 Million
Previous $2.1 Million
1.33%
% of portfolio
1.35%
Previous 1.29%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.45 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.5 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.1 Million0.01% of portfolio