Bradley & Co. Private Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	BUY	$44.98 - $56.11 $14,393 - $17,955	320 New	320 $17,000

Others Institutions Holding FNDA

# of Institutions

429

Shares Held

123M

Call Options Held

Put Options Held

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

View Full List

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 Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account