Caitlin John, LLC Schwab Fundamental U S Small C Transaction History
Caitlin John, LLC
- $151 Billion
- Q4 2024
A detailed history of Caitlin John, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Caitlin John, LLC holds 1,806 shares of FNDA stock, worth $50,640. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,806
Previous 1,806
-0.0%
Holding current value
$50,640
Previous $56.6 Million
5.2%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.59 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$72.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$57.9 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$55.9 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$51.3 Million0.01% of portfolio