Pfg Advisors Schwab Fundamental U S Small C Transaction History
Pfg Advisors
- $1.45 Billion
- Q2 2024
A detailed history of Pfg Advisors transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pfg Advisors holds 7,288 shares of FNDA stock, worth $433,052. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,288
Previous 7,220
0.94%
Holding current value
$433,052
Previous $411,000
2.68%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.8 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.2 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$53.1 Million0.01% of portfolio