Werba Rubin Papier Wealth Management Schwab Fundamental U S Small C Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 9,082 shares of FNDA stock, worth $276,819. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,082
Previous 9,082
-0.0%
Holding current value
$276,819
Previous $499 Million
8.47%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
439Shares Held
131MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.01 Billion1.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.9 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.8 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$44.2 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.5 Million2.04% of portfolio