Warther Private Wealth, LLC Schwab Fundamental U S Small C Transaction History
Warther Private Wealth, LLC
- $296 Million
- Q4 2024
A detailed history of Warther Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Warther Private Wealth, LLC holds 8,080 shares of FNDA stock, worth $217,109. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,080
Previous 4,040
100.0%
Holding current value
$217,109
Previous $240,000
0.42%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.35 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$69.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$55.5 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$53.6 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$49.2 Million0.01% of portfolio