Wedmont Private Capital Schwab Fundamental U S Small C Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wedmont Private Capital holds 12,307 shares of FNDA stock, worth $338,442. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,307
Previous 6,153
100.02%
Holding current value
$338,442
Previous $366,000
0.27%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.48 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.4 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.8 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.8 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.3 Million0.01% of portfolio