Hhm Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 42,903 shares of FNDA stock, worth $1.28 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
42,903
Previous 42,903
-0.0%
Holding current value
$1.28 Million
Previous $2.36 Million
8.45%
% of portfolio
0.37%
Previous 0.36%
Shares
22 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