Sequoia Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History
Sequoia Financial Advisors, LLC
- $8.06 Billion
- Q2 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 23,017 shares of FNDA stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,017
Previous 22,646
1.64%
Holding current value
$1.37 Million
Previous $1.29 Million
2.09%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.8 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.2 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$53.1 Million0.01% of portfolio