Altium Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-7,891 Closed	0 $0
Q1 2018 Jun 06, 2018	SELL	N/A	-1,838 Reduced 18.89%	7,891 $294,000
Q4 2017 Jun 01, 2018	BUY	N/A	9,729	9,729 $369,000

Others Institutions Holding FNDA

# of Institutions

429

Shares Held

123M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$2.88 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$37.4 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$30.3 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$29.2 Million
3.12% of portfolio
Moller Financial Services

1M
Shares

$29.2 Million
7.82% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.