Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Small C Transaction History
Mid Atlantic Capital Management, Inc.
- $137 Billion
- Q4 2024
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 1,472 shares of FNDA stock, worth $41,422. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,472
Previous 736
100.0%
Holding current value
$41,422
Previous $43.8 Million
0.29%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.61 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$73.1 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$58.1 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$56.1 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$51.5 Million0.01% of portfolio