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 $41,104. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,152
21.53%
Holding current value
$41,104
Previous $49,000
32.65%
% of portfolio
0.01%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding FNDA
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.87 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$36.8 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$28.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.2 Million0.01% of portfolio