Reston Wealth Management LLC Schwab Fundamental U S Small C Transaction History
Reston Wealth Management LLC
- $247 Million
- Q1 2025
A detailed history of Reston Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Reston Wealth Management LLC holds 142,374 shares of FNDA stock, worth $3.62 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
142,374
Previous 132,944
7.09%
Holding current value
$3.62 Million
Previous $3.95 Million
1.24%
% of portfolio
1.58%
Previous 1.47%
Shares
26 transactions
Others Institutions Holding FNDA
# of Institutions
465Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.07 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$66 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$53.1 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.9 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.6 Million0.01% of portfolio