Quadcap Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Quadcap Wealth Management, LLC
- $680 Billion
- Q4 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 20,558 shares of FNDA stock, worth $568,634. This represents 0.09% of its overall portfolio holdings.
Number of Shares
20,558
Previous 10,279
100.0%
Holding current value
$568,634
Previous $612 Million
0.29%
% of portfolio
0.09%
Previous 0.1%
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$5.51 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$57.1 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$55.1 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.6 Million0.01% of portfolio