Savvy Advisors, Inc. Schwab Fundamental U S Small C Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 11,621 shares of FNDA stock, worth $320,855. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,621
Previous 10,720
8.4%
Holding current value
$320,855
Previous $318,000
-0.0%
% of portfolio
0.03%
Previous 0.04%
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$5.53 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio