Hilltop Partners LLC Schwab Fundamental U S Small C Transaction History
Hilltop Partners LLC
- $280 Billion
- Q1 2024
A detailed history of Hilltop Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hilltop Partners LLC holds 102,823 shares of FNDA stock, worth $5.61 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
102,823
Previous 224,023
54.1%
Holding current value
$5.61 Million
Previous $12.4 Billion
52.71%
% of portfolio
2.1%
Previous 4.88%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.23 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.1 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.1 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio