Coppell Advisory Solutions LLC Schwab Fundamental U S Small C Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 40 shares of FNDA stock, worth $1,198. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 252
84.13%
Holding current value
$1,198
Previous $13.8 Million
82.82%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.96 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.6 Million0.01% of portfolio