Caitlin John, LLC Schwab Fundamental U S Small C Transaction History
Caitlin John, LLC
- $160 Billion
- Q3 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 $53,800. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,806
Previous 903
100.0%
Holding current value
$53,800
Previous $50 Million
13.21%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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$2.94 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.2 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.9 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.4 Million0.01% of portfolio