Wiser Advisor Group LLC Schwab Fundamental U S Small C Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 76 shares of FNDA stock, worth $2,231. This represents 0.01% of its overall portfolio holdings.
Number of Shares
76
Previous 75
1.33%
Holding current value
$2,231
Previous $4.29 Million
3.69%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
414Shares 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