Red Door Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 7,498 shares of FNDA stock, worth $223,290. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,498
Previous 7,538
0.53%
Holding current value
$223,290
Previous $413,000
7.99%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.94 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.4 Million0.01% of portfolio