Garrett Investment Advisors LLC Schwab Fundamental U S Small C Transaction History
Garrett Investment Advisors LLC
- $924 Million
- Q3 2024
A detailed history of Garrett Investment Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 19,428 shares of FNDA stock, worth $597,799. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,428
Previous 19,428
-0.0%
Holding current value
$597,799
Previous $1.07 Million
8.54%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.04 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.8 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.3 Million0.01% of portfolio