Fsa Wealth Management LLC Schwab Fundamental U S Small C Transaction History
Fsa Wealth Management LLC
- $250 Million
- Q3 2024
A detailed history of Fsa Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 78 shares of FNDA stock, worth $2,350. This represents 0.0% of its overall portfolio holdings.
Number of Shares
78
Previous 688
88.66%
Holding current value
$2,350
Previous $39,000
89.74%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.98 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.7 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.3 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.2 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.8 Million0.01% of portfolio