Lodestar Private Asset Management LLC Schwab Fundamental U S Small C Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 6,537 shares of FNDA stock, worth $367,575. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,537
Previous 6,253
4.54%
Holding current value
$367,575
Previous $357 Million
99.9%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
406Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.49 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$70.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$58.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$54.9 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$50.3 Million0.01% of portfolio