Morgan Stanley Schwab Fundamental U S Small C Transaction History
Morgan Stanley
- $1.23 Trillion
- Q1 2024
A detailed history of Morgan Stanley transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Morgan Stanley holds 924,419 shares of FNDA stock, worth $50.4 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
924,419
Previous 887,350
4.18%
Holding current value
$50.4 Million
Previous $49.1 Million
7.34%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.23 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.1 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.1 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio