Warther Private Wealth, LLC Schwab Fundamental U S Small C Transaction History
Warther Private Wealth, LLC
- $280 Million
- Q3 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 4,040 shares of FNDA stock, worth $119,664. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,040
Previous 4,040
-0.0%
Holding current value
$119,664
Previous $221,000
8.6%
% of portfolio
0.09%
Previous 0.09%
Shares
1 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$2.93 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.7 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.7 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.3 Million0.01% of portfolio