Sage View Advisory Group, LLC Schwab Fundamental U S Small C Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,953,940 shares of FNDA stock, worth $161 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
2,953,940
Previous 40,849
7131.36%
Holding current value
$161 Million
Previous $2.22 Billion
3252.78%
% of portfolio
3.77%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.23 Billion7.52% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.1 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.1 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio
-
Morgan Stanley New York, NY924KShares$50.4 Million0.0% of portfolio