Cedar Point Capital Partners, LLC Schwab Fundamental U S Small C Transaction History
Cedar Point Capital Partners, LLC
- $148 Billion
- Q4 2024
A detailed history of Cedar Point Capital Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cedar Point Capital Partners, LLC holds 39,360 shares of FNDA stock, worth $1.15 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
39,360
Previous 19,731
99.48%
Holding current value
$1.15 Million
Previous $1.18 Billion
0.54%
% of portfolio
0.79%
Previous 0.81%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
471Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.82 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$75.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.3 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58.2 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.5 Million0.01% of portfolio