Roof Eidam & Maycock Schwab Fundamental U S Small C Transaction History
Roof Eidam & Maycock
- $360 Million
- Q1 2024
A detailed history of Roof Eidam & Maycock transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Roof Eidam & Maycock holds 62,905 shares of FNDA stock, worth $3.44 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
62,905
Previous 60,440
4.08%
Holding current value
$3.44 Million
Previous $3.35 Million
7.23%
% of portfolio
1.0%
Previous 1.01%
Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.24 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.2 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.3 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.5 Million3.09% of portfolio