Townsend Asset Management Corp Schwab Fundamental U S Small C Transaction History
Townsend Asset Management Corp
- $251 Million
- Q1 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 14,795 shares of FNDA stock, worth $807,807. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,795
Previous 15,110
2.08%
Holding current value
$807,807
Previous $836,000
0.84%
% of portfolio
0.34%
Previous 0.38%
Shares
18 transactions
Others Institutions Holding FNDA
# of Institutions
386Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.24 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.2 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.2 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio