Nalls Sherbakoff Group, LLC Schwab Fundamental U S Small C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 12,827 shares of FNDA stock, worth $354,153. This represents 0.63% of its overall portfolio holdings.
Number of Shares
12,827
Previous 12,881
0.42%
Holding current value
$354,153
Previous $625 Million
13.67%
% of portfolio
0.63%
Previous 0.61%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.53 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio