Mbe Wealth Management, LLC Schwab Fundamental U S Small C Put Options Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

428

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$2.94 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$38.2 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$30.9 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$29.9 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$27.4 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.