Horizon Investment Services, LLC Schwab Fundamental U S Small C Transaction History
Horizon Investment Services, LLC
- $203 Million
- Q1 2024
A detailed history of Horizon Investment Services, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Horizon Investment Services, LLC holds 27,918 shares of FNDA stock, worth $1.52 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
27,918
Previous 27,476
1.61%
Holding current value
$1.52 Million
Previous $1.52 Million
4.74%
% of portfolio
0.78%
Previous 0.82%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
386Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.24 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.2 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.2 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio