Goldstone Financial Group, LLC Schwab Fundamental U S Small C Transaction History
Goldstone Financial Group, LLC
- $575 Billion
- Q3 2024
A detailed history of Goldstone Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 186,161 shares of FNDA stock, worth $5.93 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
186,161Holding current value
$5.93 Million% of portfolio
1.93%Shares
1 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$3.15 Billion1.14% of portfolio
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Waddell & Associates, LLC1.28MShares$40.9 Million9.38% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$33.1 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$31.9 Million3.12% of portfolio
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Ubs Group Ag921KShares$29.4 Million0.01% of portfolio