Strategic Wealth Advisors Group, LLC Schwab Fundamental U S Small C Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 67,229 shares of FNDA stock, worth $2.16 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
67,229
Previous 66,889
0.51%
Holding current value
$2.16 Million
Previous $3.03 Million
5.55%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
427Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.18 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$41.3 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$33.4 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$32.3 Million3.12% of portfolio
-
Ubs Group Ag921KShares$29.6 Million0.01% of portfolio