Yoder Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 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 38,881 shares of FNDA stock, worth $2.32 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
38,881
Previous 38,881
-0.0%
Holding current value
$2.32 Million
Previous $2.22 Billion
3.7%
% of portfolio
1.38%
Previous 1.45%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
389Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.72 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$176 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$73.3 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.4 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58.2 Million3.0% of portfolio