Global Wealth Strategies & Associates Schwab Fundamental U S Small C Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 2024
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 322 shares of FNDA stock, worth $9,592. This represents 0.01% of its overall portfolio holdings.
Number of Shares
322
Previous 322
-0.0%
Holding current value
$9,592
Previous $17.7 Million
8.47%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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