Golden State Equity Partners Schwab Fundamental U S Small C Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

A detailed history of Golden State Equity Partners transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Golden State Equity Partners holds 14 shares of FNDA stock, worth $446. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$446

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$54.26 - $60.01 $759 - $840	14 New	14 $0

Others Institutions Holding FNDA

# of Institutions

425

Shares Held

122M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.15 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$40.9 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$33.1 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$31.9 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$29.4 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Golden State Equity Partners Schwab Fundamental U S Small C Transaction History