Independent Advisor Alliance Schwab Fundamental U S Small C Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Independent Advisor Alliance holds 11,955 shares of FNDA stock, worth $350,161. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,955Holding current value
$350,161% of portfolio
0.0%Shares
3 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
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Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.4 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio