Magnolia Private Wealth, LLC Schwab Fundamental U S Small C Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 12,304 shares of FNDA stock, worth $384,253. This represents 0.27% of its overall portfolio holdings.
Number of Shares
12,304
Previous 13,706
10.23%
Holding current value
$384,253
Previous $375 Million
6.1%
% of portfolio
0.27%
Previous 0.31%
Shares
3 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