Western Financial Corp/Ca Schwab Fundamental U S Small C Transaction History
Western Financial Corp/Ca
- $176 Billion
- Q3 2024
A detailed history of Western Financial Corp/Ca transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Western Financial Corp/Ca holds 3,860 shares of FNDA stock, worth $113,329. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,860
Previous 3,870
0.26%
Holding current value
$113,329
Previous $213 Million
8.17%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.87 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$36.8 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$28.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.2 Million0.01% of portfolio