Global Retirement Partners, LLC Schwab Fundamental U S Small C Transaction History
Global Retirement Partners, LLC
- $3.15 Billion
- Q2 2024
A detailed history of Global Retirement Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 3,737 shares of FNDA stock, worth $221,006. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,737
Previous 3,525
6.01%
Holding current value
$221,006
Previous $201,000
1.99%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.77 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.1 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.9 Million0.01% of portfolio