Pasadena Private Wealth, LLC Schwab Fundamental U S Small C Transaction History
Pasadena Private Wealth, LLC
- $416 Million
- Q2 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 249,536 shares of FNDA stock, worth $14.3 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
249,536
Previous 262,418
4.91%
Holding current value
$14.3 Million
Previous $15 Million
8.43%
% of portfolio
3.29%
Previous 3.51%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
406Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.58 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$71.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$59.8 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$55.8 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$51.1 Million0.01% of portfolio