International Private Wealth Advisors LLC Schwab Fundamental U S Small C Transaction History
International Private Wealth Advisors LLC
- $68.2 Billion
- Q3 2024
A detailed history of International Private Wealth Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 3,537 shares of FNDA stock, worth $104,942. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,537
Previous 3,684
3.99%
Holding current value
$104,942
Previous $202 Million
4.14%
% of portfolio
0.31%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
123MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.93 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.1 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.8 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.7 Million3.12% of portfolio
-
Moller Financial Services1MShares$29.7 Million7.82% of portfolio