Hamilton Point Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History
Hamilton Point Investment Advisors, LLC
- $555 Million
- Q3 2024
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 420 shares of FNDA stock, worth $12,247. This represents 0.0% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$12,247
Previous $23,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
429Shares Held
123MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.88 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$37.4 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.3 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.2 Million3.12% of portfolio
-
Moller Financial Services1MShares$29.2 Million7.82% of portfolio