Highline Wealth Partners LLC Schwab Fundamental U S Small C Transaction History
Highline Wealth Partners LLC
- $338 Billion
- Q2 2025
A detailed history of Highline Wealth Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Highline Wealth Partners LLC holds 115 shares of FNDA stock, worth $3,591. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115Holding current value
$3,591% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
465Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.65 Billion0.93% of portfolio
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Waddell & Associates, LLC2.69MShares$84 Million8.31% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.7 Million2.8% of portfolio
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Clarius Group, LLC Seattle, WA1.86MShares$58 Million3.18% of portfolio
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Prairiewood Capital, LLC1.76MShares$54.8 Million18.75% of portfolio