Mokosak Advisory Group, LLC Schwab Fundamental U S Small C Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
426Shares Held
127MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.01 Billion1.14% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$60.8 Million4.12% of portfolio
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Prairiewood Capital, LLC1.45MShares$44.3 Million18.49% of portfolio
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Waddell & Associates, LLC1.28MShares$39.1 Million9.38% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$30.6 Million3.12% of portfolio