Lbmc Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History
Lbmc Investment Advisors, LLC
- $1.26 Billion
- Q3 2024
A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 13,326 shares of FNDA stock, worth $404,577. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,326
Previous 13,326
-0.0%
Holding current value
$404,577
Previous $731,000
8.48%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
411Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.96 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$38.1 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$29.6 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$27.1 Million0.01% of portfolio