Hbw Advisory Services LLC Schwab Fundamental U S Small C Transaction History
Hbw Advisory Services LLC
- $649 Million
- Q4 2024
A detailed history of Hbw Advisory Services LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hbw Advisory Services LLC holds 54,820 shares of FNDA stock, worth $1.66 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
54,820
Previous 27,747
97.57%
Holding current value
$1.66 Million
Previous $1.65 Million
1.45%
% of portfolio
0.25%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
445Shares Held
236MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.02 Billion1.12% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.3 Million4.12% of portfolio
-
Prairiewood Capital, LLC1.45MShares$43.9 Million18.49% of portfolio
-
Trilogy Capital Inc.1.3MShares$39.2 Million2.04% of portfolio