Steward Partners Investment Advisory, LLC Schwab Fundamental U S Small C Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,068 shares of FNDA stock, worth $33,727. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,068
Previous 1,068
-0.0%
Holding current value
$33,727
Previous $60,000
3.33%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$3.08 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$39.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.8 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.7 Million3.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$28.2 Million0.01% of portfolio