Valley National Advisers Inc Schwab Fundamental U S Small C Transaction History
Valley National Advisers Inc
- $662 Million
- Q1 2024
A detailed history of Valley National Advisers Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Valley National Advisers Inc holds 2,165 shares of FNDA stock, worth $118,425. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,165
Previous 2,180
0.69%
Holding current value
$118,425
Previous $120,000
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
27 transactions
Others Institutions Holding FNDA
# of Institutions
385Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.25 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$162 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.3 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.3 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.5 Million3.09% of portfolio