Provence Wealth Management Group Schwab Fundamental U S Small C Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.44 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$70.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.3 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$54.4 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$50 Million0.01% of portfolio