Mc Clarren Financial Advisors, Inc. Schwab Fundamental U S Small C Transaction History
Mc Clarren Financial Advisors, Inc.
- $35.6 Million
- Q4 2024
A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,778 shares of FNDA stock, worth $49,179. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,778Holding current value
$49,179% of portfolio
0.15%Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.51 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$57.1 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$55.1 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$50.6 Million0.01% of portfolio