Red Mountain Financial, LLC Schwab Fundamental U S Small C Transaction History
Red Mountain Financial, LLC
- $94 Billion
- Q3 2024
A detailed history of Red Mountain Financial, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Red Mountain Financial, LLC holds 16,918 shares of FNDA stock, worth $533,762. This represents 1.07% of its overall portfolio holdings.
Number of Shares
16,918
Previous 16,812
0.63%
Holding current value
$533,762
Previous $923 Million
9.15%
% of portfolio
1.07%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
422Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$3.08 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$39.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.7 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$30.8 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$28.2 Million0.01% of portfolio