Washington Trust Advisors, Inc. Schwab Fundamental U S Small C Transaction History
Washington Trust Advisors, Inc.
- $1.13 Billion
- Q3 2024
A detailed history of Washington Trust Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 14,275 shares of FNDA stock, worth $441,240. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,275
Previous 14,976
4.68%
Holding current value
$441,240
Previous $822,000
3.41%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares 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$39.7 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.5 Million0.01% of portfolio