Hamilton Point Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History
Hamilton Point Investment Advisors, LLC
- $546 Million
- Q1 2025
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 840 shares of FNDA stock, worth $25,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
840
Previous 840
-0.0%
Holding current value
$25,216
Previous $24,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
457Shares Held
248MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$6.01 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$79.1 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$61.2 Million2.8% of portfolio
-
Ubs Group Ag1.9MShares$57 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$55.7 Million3.18% of portfolio