Townsend Asset Management Corp Schwab Fundamental U S Small C Transaction History
Townsend Asset Management Corp
- $258 Million
- Q2 2024
A detailed history of Townsend Asset Management Corp transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Townsend Asset Management Corp holds 14,495 shares of FNDA stock, worth $856,799. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,495
Previous 14,795
2.03%
Holding current value
$856,799
Previous $843,000
5.58%
% of portfolio
0.31%
Previous 0.34%
Shares
19 transactions
Others Institutions Holding FNDA
# of Institutions
408Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.77 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.1 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$61.9 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$57.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$52.8 Million0.01% of portfolio