Wade Financial Advisory, Inc Schwab Fundamental U S Small C Transaction History
Wade Financial Advisory, Inc
- $296 Million
- Q3 2024
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 6,994 shares of FNDA stock, worth $215,834. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,994
Previous 6,994
-0.0%
Holding current value
$215,834
Previous $384,000
8.33%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.05 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.6 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.4 Million0.01% of portfolio