Kathmere Capital Management, LLC Schwab Fundamental U S Small C Transaction History
Kathmere Capital Management, LLC
- $917 Million
- Q2 2024
A detailed history of Kathmere Capital Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 129,462 shares of FNDA stock, worth $7.4 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
129,462
Previous 129,462
-0.0%
Holding current value
$7.4 Million
Previous $7.11 Million
-0.0%
% of portfolio
0.78%
Previous 0.78%
Shares
20 transactions
Others Institutions Holding FNDA
# of Institutions
406Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.58 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$71.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$59.8 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$55.8 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$51.1 Million0.01% of portfolio