Revolve Wealth Partners, LLC Schwab Fundamental U S Small C Transaction History
Revolve Wealth Partners, LLC
- $660 Million
- Q1 2025
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 9,230 shares of FNDA stock, worth $254,840. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,230
Previous 8,636
6.88%
Holding current value
$254,840
Previous $256,000
1.56%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.53 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio