Western Pacific Wealth Management, LP Schwab Fundamental U S Small C Transaction History
Western Pacific Wealth Management, LP
- $137 Million
- Q1 2024
A detailed history of Western Pacific Wealth Management, LP transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 58 shares of FNDA stock, worth $3,148. This represents 0.0% of its overall portfolio holdings.
Number of Shares
58Holding current value
$3,148% of portfolio
0.0%Shares
1 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
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Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$160 Million3.77% of portfolio
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Waddell & Associates, LLC1.23MShares$66.8 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.07MShares$57.9 Million4.27% of portfolio
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Steele Capital Management, Inc. Dubuque, IA942KShares$51.1 Million3.09% of portfolio