Westmount Partners, LLC Schwab Fundamental U S Small C Transaction History
Westmount Partners, LLC
- $387 Billion
- Q3 2025
A detailed history of Westmount Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Westmount Partners, LLC holds 40,579 shares of FNDA stock, worth $1.23 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
40,579
Previous 40,579
-0.0%
Holding current value
$1.23 Million
Previous $1.16 Billion
9.11%
% of portfolio
0.33%
Previous 0.32%
Shares
1 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