Silver Oak Securities, Inc Schwab Fundamental U S Small C Transaction History
Silver Oak Securities, Inc
- $1 Billion
- Q4 2024
A detailed history of Silver Oak Securities, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 28,805 shares of FNDA stock, worth $843,698. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,805
Previous 15,150
90.13%
Holding current value
$843,698
Previous $902,000
5.21%
% of portfolio
0.09%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding FNDA
# of Institutions
471Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.83 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio