Sargent Bickham Lagudis LLC Schwab Fundamental U S Small C Transaction History
Sargent Bickham Lagudis LLC
- $1.22 Billion
- Q4 2022
A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 1,400 shares of FNDA stock, worth $43,274. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,152
21.53%
Holding current value
$43,274
Previous $49,000
32.65%
% of portfolio
0.01%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.05 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.7 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.5 Million0.01% of portfolio