Mc Adam, LLC Schwab Fundamental U S Small C Transaction History
Mc Adam, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Mc Adam, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mc Adam, LLC holds 127,889 shares of FNDA stock, worth $3.79 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
127,889
Previous 162,156
21.13%
Holding current value
$3.79 Million
Previous $8.91 Million
14.45%
% of portfolio
0.43%
Previous 0.54%
Shares
25 transactions
Others Institutions Holding FNDA
# of Institutions
412Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.9 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$37.2 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.8 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$28.9 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.5 Million0.01% of portfolio