Farther Finance Advisors, LLC Schwab Fundamental U S Small C Transaction History
Farther Finance Advisors, LLC
- $2.77 Trillion
- Q4 2024
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 20,042 shares of FNDA stock, worth $554,562. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,042
Previous 12,026
66.66%
Holding current value
$554,562
Previous $716 Million
16.91%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.51 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$57.1 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$55.2 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.7 Million0.01% of portfolio