Lafayette Investments, Inc. Schwab Fundamental U S Small C Transaction History
Lafayette Investments, Inc.
- $471 Million
- Q3 2024
A detailed history of Lafayette Investments, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 5,070 shares of FNDA stock, worth $150,984. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,070
Previous 4,838
4.8%
Holding current value
$150,984
Previous $265,000
13.96%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.94 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.4 Million0.01% of portfolio