Werba Rubin Papier Wealth Management Schwab Fundamental U S Small C Transaction History
Werba Rubin Papier Wealth Management
- $345 Billion
- Q1 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 $493,061. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,082
Previous 9,082
-0.0%
Holding current value
$493,061
Previous $503 Million
3.04%
% of portfolio
0.15%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
386Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.21 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$160 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$66.8 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$57.9 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.1 Million3.09% of portfolio