Waterfront Wealth Inc. Schwab Fundamental U S Small C Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Waterfront Wealth Inc. holds 59,147 shares of FNDA stock, worth $1.66 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
59,147
Previous 58,858
0.49%
Holding current value
$1.66 Million
Previous $3.51 Million
49.91%
% of portfolio
0.45%
Previous 0.88%
Shares
17 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.6 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$73 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$58 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$56 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$51.5 Million0.01% of portfolio