Yoder Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 38,869 shares of FNDA stock, worth $1.23 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
38,869
Previous 38,881
0.03%
Holding current value
$1.23 Million
Previous $2.14 Billion
8.43%
% of portfolio
1.39%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
422Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$3.08 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$39.6 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.8 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.7 Million3.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$28.2 Million0.01% of portfolio