Austin Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Austin Wealth Management, LLC holds 144,955 shares of FNDA stock, worth $3.96 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
144,955
Previous 75,052
93.14%
Holding current value
$3.96 Million
Previous $4.38 Billion
0.92%
% of portfolio
0.92%
Previous 0.96%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.45 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.5 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.1 Million0.01% of portfolio