Mark Sheptoff Financial Planning, LLC Schwab Fundamental U S Small C Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 52 shares of FNDA stock, worth $1,568. This represents 0.0% of its overall portfolio holdings.
Number of Shares
52
Previous 52
-0.0%
Holding current value
$1,568
Previous $3,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.01 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$78.3 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.3 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.1 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$55.2 Million0.01% of portfolio