Rfg Advisory, LLC Schwab Fundamental U S Small C Transaction History
Rfg Advisory, LLC
- $2.86 Billion
- Q1 2024
A detailed history of Rfg Advisory, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Rfg Advisory, LLC holds 14,079 shares of FNDA stock, worth $764,348. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,079
Previous 14,406
2.27%
Holding current value
$764,348
Previous $797,000
0.63%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
385Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.21 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$160 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$66.8 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$57.9 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.1 Million3.09% of portfolio