Mc Grath & Associates, Inc. Schwab Fundamental U S Small C Transaction History
Mc Grath & Associates, Inc.
- $49.5 Billion
- Q4 2024
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 90,307 shares of FNDA stock, worth $2.74 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
90,307Holding current value
$2.74 Million% of portfolio
5.41%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
437Shares Held
133MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.99 Billion1.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.5 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.4 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$39.3 Million2.04% of portfolio