Lakewood Asset Management LLC Schwab Fundamental U S Small C Transaction History
Lakewood Asset Management LLC
- $145 Billion
- Q4 2024
A detailed history of Lakewood Asset Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lakewood Asset Management LLC holds 71,830 shares of FNDA stock, worth $1.96 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
71,830
Previous 36,303
97.86%
Holding current value
$1.96 Million
Previous $2.16 Billion
1.35%
% of portfolio
1.47%
Previous 1.48%
Shares
9 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.45 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.5 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.1 Million0.01% of portfolio