Meristem Family Wealth, LLC Schwab Fundamental U S Small C Transaction History
Meristem Family Wealth, LLC
- $0
- Q3 2022
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
433Shares Held
130MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.02 Billion1.14% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$60.9 Million4.12% of portfolio
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Prairiewood Capital, LLC1.45MShares$44.3 Million18.49% of portfolio
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Trilogy Capital Inc.1.3MShares$39.6 Million2.04% of portfolio
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Waddell & Associates, LLC1.28MShares$39.2 Million9.38% of portfolio