Mutual Advisors, LLC Schwab Fundamental U S Small C Transaction History
Mutual Advisors, LLC
- $3.31 Billion
- Q4 2024
A detailed history of Mutual Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mutual Advisors, LLC holds 24,147 shares of FNDA stock, worth $728,514. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,147
Previous 25,372
4.83%
Holding current value
$728,514
Previous $1.51 Million
52.55%
% of portfolio
0.02%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.01 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$78.3 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.3 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.1 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$55.2 Million0.01% of portfolio