Bell Investment Advisors, Inc Schwab Fundamental U S Small C Transaction History
Bell Investment Advisors, Inc
- $542 Million
- Q3 2024
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 359,722 shares of FNDA stock, worth $10.8 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
359,722
Previous 363,811
1.12%
Holding current value
$10.8 Million
Previous $20 Million
7.25%
% of portfolio
3.95%
Previous 3.94%
Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.96 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.6 Million0.01% of portfolio