Northland Capital Management LLC Schwab Fundamental U S Small C Transaction History
Northland Capital Management LLC
- $143 Million
- Q3 2024
A detailed history of Northland Capital Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Northland Capital Management LLC holds 50,532 shares of FNDA stock, worth $1.48 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
50,532
Previous 48,422
4.36%
Holding current value
$1.48 Million
Previous $2.66 Million
13.2%
% of portfolio
2.11%
Previous 1.96%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
417Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.87 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$36.8 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$28.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.2 Million0.01% of portfolio