Sanctuary Advisors, LLC Schwab Fundamental U S Small C Transaction History
Sanctuary Advisors, LLC
- $15.8 Trillion
- Q4 2024
A detailed history of Sanctuary Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 414,832 shares of FNDA stock, worth $11.5 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
414,832
Previous 529,857
21.71%
Holding current value
$11.5 Million
Previous $16.9 Billion
24.41%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
454Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.56 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$73.2 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.9 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.7 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52.2 Million3.32% of portfolio