Great Valley Advisor Group, Inc. Schwab Fundamental U S Small C Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 131,819 shares of FNDA stock, worth $3.86 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
131,819
Previous 28,987
354.75%
Holding current value
$3.86 Million
Previous $1.73 Million
126.83%
% of portfolio
0.1%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
469Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.83 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio