Williams Jones Wealth Management, Llc. Schwab Fundamental U S Small C Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,122 shares of FNDA stock, worth $223,659. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,122
Previous 4,122
-0.0%
Holding current value
$223,659
Previous $228,000
3.07%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
383Shares 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$57.8 Million4.27% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA942KShares$51.1 Million3.09% of portfolio