Shore Point Advisors, LLC Schwab Fundamental U S Small C Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
A detailed history of Shore Point Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Shore Point Advisors, LLC holds 397,489 shares of FNDA stock, worth $10.1 Million. This represents 6.09% of its overall portfolio holdings.
Number of Shares
397,489
Previous 367,754
8.09%
Holding current value
$10.1 Million
Previous $10.9 Million
0.32%
% of portfolio
6.09%
Previous 6.1%
Shares
14 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.07 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$66 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$53.1 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.9 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.6 Million0.01% of portfolio