Werba Rubin Papier Wealth Management Schwab Fundamental U S Small C Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 9,082 shares of FNDA stock, worth $269,008. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,082
Previous 9,082
-0.0%
Holding current value
$269,008
Previous $499 Million
8.47%
% of portfolio
0.13%
Previous 0.14%
Shares
3 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