Steward Partners Investment Advisory, LLC Schwab Fundamental U S Small C Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 879 shares of FNDA stock, worth $28,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
879
Previous 1,068
17.7%
Holding current value
$28,013
Previous $58,000
10.34%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.15 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$40.9 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$33.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$29.4 Million0.01% of portfolio