Trilogy Capital Inc. Schwab Fundamental U S Small C Transaction History
Trilogy Capital Inc.
- $1.89 Billion
- Q4 2024
A detailed history of Trilogy Capital Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Trilogy Capital Inc. holds 1,297,427 shares of FNDA stock, worth $39.5 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
1,297,427
Previous 653,793
98.45%
Holding current value
$39.5 Million
Previous $38.9 Million
1.06%
% of portfolio
2.04%
Previous 2.02%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
437Shares Held
130MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3 Billion1.14% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.6 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.1 Million18.49% of portfolio
-
Waddell & Associates, LLC1.28MShares$39 Million9.38% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.5 Million3.12% of portfolio