Rfg Advisory, LLC Schwab Fundamental U S Small C Transaction History
Rfg Advisory, LLC
- $3.42 Billion
- Q4 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 33,017 shares of FNDA stock, worth $907,967. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,017
Previous 15,937
107.17%
Holding current value
$907,967
Previous $949,000
3.27%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.48 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.4 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.8 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.8 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.3 Million0.01% of portfolio