Morling Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
A detailed history of Morling Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 800 shares of FNDA stock, worth $24,728. This represents 0.02% of its overall portfolio holdings.
Number of Shares
800Holding current value
$24,728% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.05 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.7 Million9.38% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$32.1 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$31 Million3.12% of portfolio
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Ubs Group Ag921KShares$28.5 Million0.01% of portfolio