J. L. Bainbridge & Co., Inc. Schwab Fundamental U S Small C Transaction History
J. L. Bainbridge & Co., Inc.
- $1 Billion
- Q2 2024
A detailed history of J. L. Bainbridge & Co., Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, J. L. Bainbridge & Co., Inc. holds 5,412 shares of FNDA stock, worth $318,063. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,412
Previous 5,412
-0.0%
Holding current value
$318,063
Previous $308,000
3.57%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.74 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$73.7 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.6 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.4 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.5 Million0.01% of portfolio