Round Rock Advisors, LLC Schwab Fundamental U S Small C Transaction History
Round Rock Advisors, LLC
- $483 Million
- Q4 2024
A detailed history of Round Rock Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Round Rock Advisors, LLC holds 17,495 shares of FNDA stock, worth $495,633. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,495Holding current value
$495,633% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
470Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.64 Billion1.12% of portfolio
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Waddell & Associates, LLC2.6MShares$73.5 Million7.92% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$58.5 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$56.5 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$51.9 Million0.01% of portfolio