Vishria Bird Financial Group, LLC Schwab Fundamental U S Small C Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 9,384 shares of FNDA stock, worth $296,065. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,384Holding current value
$296,065% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
419Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$3.08 Billion1.03% of portfolio
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Waddell & Associates, LLC1.25MShares$39.6 Million9.12% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$32.7 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$30.8 Million3.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN894KShares$28.2 Million0.01% of portfolio