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 $2.02 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
67,229
Previous 66,889
0.51%
Holding current value
$2.02 Million
Previous $3.03 Million
5.55%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
457Shares Held
248MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$6.01 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$79.1 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$61.2 Million2.8% of portfolio
-
Ubs Group Ag1.9MShares$57 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$55.7 Million3.18% of portfolio