Kelman Lazarov, Inc. Schwab Fundamental U S Small C Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 2024
A detailed history of Kelman Lazarov, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 33,322 shares of FNDA stock, worth $1.97 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
33,322
Previous 31,934
4.35%
Holding current value
$1.97 Million
Previous $1.82 Million
0.49%
% of portfolio
0.37%
Previous 0.38%
Shares
20 transactions
Others Institutions Holding FNDA
# of Institutions
408Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.77 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.1 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.8 Million0.01% of portfolio