Thoroughbred Financial Services, LLC Schwab Fundamental U S Small C Transaction History
Thoroughbred Financial Services, LLC
- $1.55 Billion
- Q3 2024
A detailed history of Thoroughbred Financial Services, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Thoroughbred Financial Services, LLC holds 14,867 shares of FNDA stock, worth $478,420. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,867
Previous 14,866
0.01%
Holding current value
$478,420
Previous $816,000
8.46%
% of portfolio
0.06%
Previous 0.05%
Shares
10 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