Kiely Wealth Advisory Group, Inc. Schwab Fundamental U S Small C Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 388 shares of FNDA stock, worth $12,117. This represents 0.01% of its overall portfolio holdings.
Number of Shares
388
Previous 388
-0.0%
Holding current value
$12,117
Previous $12.3 Million
4.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.65 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.7 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$54.8 Million18.75% of portfolio