Pro Vise Management Group, LLC Schwab Fundamental U S Small C Put Options Transaction History

Pro Vise Management Group, LLC

$1.14 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

384

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

96M
Shares

$5.27 Billion
7.52% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.95M
Shares

$162 Million
3.77% of portfolio
Waddell & Associates, LLC

1.23M
Shares

$67.6 Million
9.56% of portfolio
Clarius Group, LLC Seattle, WA

1.07M
Shares

$58.5 Million
4.27% of portfolio
Steele Capital Management, Inc. Dubuque, IA

942K
Shares

$51.7 Million
3.09% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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