Wilkins Miller Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Wilkins Miller Wealth Management, LLC
- $95.6 Billion
- Q4 2024
A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 8,197 shares of FNDA stock, worth $240,090. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,197Holding current value
$240,090% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
471Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.83 Billion1.12% of portfolio
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Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.4 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio