Kiely Wealth Advisory Group, Inc. Schwab Fundamental U S Small C Transaction History
Kiely Wealth Advisory Group, Inc.
- $181 Billion
- Q2 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 194 shares of FNDA stock, worth $5,773. This represents 0.01% of its overall portfolio holdings.
Number of Shares
194
Previous 194
-0.0%
Holding current value
$5,773
Previous $10.6 Million
1.54%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
414Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.91 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$37.3 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$29 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.6 Million0.01% of portfolio