Bok Financial Private Wealth, Inc. Schwab Fundamental U S Small C Transaction History
Bok Financial Private Wealth, Inc.
- $1.37 Billion
- Q4 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 2,436 shares of FNDA stock, worth $72,909. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,436Holding current value
$72,909% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
451Shares Held
237MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.96 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$77.7 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$61.8 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$59.7 Million4.12% of portfolio
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Prairiewood Capital, LLC1.45MShares$43.4 Million18.49% of portfolio