Rainsberger Wealth Advisors, Inc. Schwab Fundamental U S Small C Transaction History
Rainsberger Wealth Advisors, Inc.
- $182 Million
- Q4 2023
A detailed history of Rainsberger Wealth Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Rainsberger Wealth Advisors, Inc. holds 108,870 shares of FNDA stock, worth $3.37 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
108,870
Previous 109,548
0.62%
Holding current value
$3.37 Million
Previous $5.31 Million
13.44%
% of portfolio
3.31%
Previous 3.26%
Shares
9 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.05 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.7 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.5 Million0.01% of portfolio