Great Valley Advisor Group, Inc. Schwab Fundamental U S Small C Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 28,987 shares of FNDA stock, worth $890,190. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,987Holding current value
$890,190% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
430Shares Held
129MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.03 Billion1.14% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$61.2 Million4.12% of portfolio
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Prairiewood Capital, LLC1.45MShares$44.6 Million18.49% of portfolio
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Trilogy Capital Inc.1.3MShares$39.8 Million2.04% of portfolio
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Waddell & Associates, LLC1.28MShares$39.4 Million9.38% of portfolio