Kiely Wealth Advisory Group, Inc. Schwab Fundamental U S Small C Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 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 388 shares of FNDA stock, worth $10,670. This represents 0.01% of its overall portfolio holdings.
Number of Shares
388
Previous 388
-0.0%
Holding current value
$10,670
Previous $12.3 Million
4.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.48 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.4 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.8 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.8 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.3 Million0.01% of portfolio