Highline Wealth Partners LLC Schwab Fundamental U S Small C Transaction History
Highline Wealth Partners LLC
- $372 Billion
- Q3 2025
A detailed history of Highline Wealth Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Highline Wealth Partners LLC holds 115 shares of FNDA stock, worth $3,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115
Previous 115
-0.0%
Holding current value
$3,492
Previous $3.3 Million
8.74%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
499Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.92MShares$58.3 Million3.64% of portfolio
-
Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio