Riverpoint Wealth Management Holdings, LLC Schwab Fundamental U S Small C Transaction History
Riverpoint Wealth Management Holdings, LLC
- $383 Million
- Q4 2024
A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 1,040,669 shares of FNDA stock, worth $29.3 Million. This represents 8.07% of its overall portfolio holdings.
Number of Shares
1,040,669
Previous 524,626
98.36%
Holding current value
$29.3 Million
Previous $31.3 Million
1.1%
% of portfolio
8.07%
Previous 8.02%
Shares
31 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.6 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$73 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$58 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$56 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$51.5 Million0.01% of portfolio