Hamilton Point Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History
Hamilton Point Investment Advisors, LLC
- $518 Million
- Q2 2024
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 420 shares of FNDA stock, worth $24,683. This represents 0.0% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$24,683
Previous $23,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$5.74 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$73.7 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.6 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.4 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.5 Million0.01% of portfolio