Iag Wealth Partners, LLC Schwab Fundamental U S Small C Transaction History
Iag Wealth Partners, LLC
- $570 Million
- Q1 2025
A detailed history of Iag Wealth Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 42 shares of FNDA stock, worth $1,188. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42Holding current value
$1,188% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.67 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$74.6 Million9.69% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.09MShares$59 Million2.97% of portfolio
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Ubs Group Ag1.9MShares$53.7 Million0.01% of portfolio
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Clarius Group, LLC Seattle, WA1.88MShares$53.3 Million3.32% of portfolio