Western Financial Corp/Ca Schwab Fundamental U S Small C Transaction History
Western Financial Corp/Ca
- $182 Billion
- Q4 2024
A detailed history of Western Financial Corp/Ca transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Western Financial Corp/Ca holds 7,708 shares of FNDA stock, worth $216,748. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,708
Previous 3,860
99.69%
Holding current value
$216,748
Previous $230 Million
0.44%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
471Shares 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