Mc Clarren Financial Advisors, Inc. Schwab Fundamental U S Small C Transaction History
Mc Clarren Financial Advisors, Inc.
- $35.6 Million
- Q4 2024
A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,778 shares of FNDA stock, worth $53,766. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,778Holding current value
$53,766% of portfolio
0.15%Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
445Shares Held
236MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.02 Billion1.12% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.3 Million4.12% of portfolio
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Prairiewood Capital, LLC1.45MShares$43.9 Million18.49% of portfolio
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Trilogy Capital Inc.1.3MShares$39.2 Million2.04% of portfolio