Shore Point Advisors, LLC Schwab Fundamental U S Small C Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 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 416,415 shares of FNDA stock, worth $12.2 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
416,415
Previous 397,489
4.76%
Holding current value
$12.2 Million
Previous $10.9 Million
9.58%
% of portfolio
6.05%
Previous 6.09%
Shares
15 transactions
Others Institutions Holding FNDA
# of Institutions
456Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.87 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$77.2 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$61.1 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$55.6 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$55.2 Million3.32% of portfolio