Larson Financial Group LLC Schwab Fundamental U S Small C Transaction History
Larson Financial Group LLC
- $1.75 Billion
- Q3 2024
A detailed history of Larson Financial Group LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Larson Financial Group LLC holds 4,088 shares of FNDA stock, worth $131,551. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,088
Previous 4,752
13.97%
Holding current value
$131,551
Previous $260,000
6.54%
% of portfolio
0.01%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding FNDA
# of Institutions
427Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.18 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$41.3 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$33.4 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$32.3 Million3.12% of portfolio
-
Ubs Group Ag921KShares$29.6 Million0.01% of portfolio