Accredited Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 286 shares of FNDA stock, worth $8,657. This represents 0.01% of its overall portfolio holdings.
Number of Shares
286Holding current value
$8,657% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
468Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.03 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$78.6 Million7.92% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.5 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$60.3 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$55.4 Million0.01% of portfolio