Main Street Financial Solutions, LLC Schwab Fundamental U S Small C Transaction History
Main Street Financial Solutions, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 63,215 shares of FNDA stock, worth $1.95 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
63,215
Previous 40,325
56.76%
Holding current value
$1.95 Million
Previous $2.21 Million
70.05%
% of portfolio
0.34%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.04 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.8 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.3 Million0.01% of portfolio