Warther Private Wealth, LLC Schwab Fundamental U S Small C Transaction History
Warther Private Wealth, LLC
- $296 Million
- Q4 2024
A detailed history of Warther Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Warther Private Wealth, LLC holds 8,080 shares of FNDA stock, worth $245,712. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,080
Previous 4,040
100.0%
Holding current value
$245,712
Previous $240,000
0.42%
% of portfolio
0.08%
Previous 0.09%
Shares
2 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
-
Trilogy Capital Inc.1.3MShares$39.5 Million2.04% of portfolio
-
Waddell & Associates, LLC1.28MShares$39 Million9.38% of portfolio