Morling Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
A detailed history of Morling Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 800 shares of FNDA stock, worth $23,808. This represents 0.02% of its overall portfolio holdings.
Number of Shares
800Holding current value
$23,808% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
416Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.91 Billion1.03% of portfolio
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Waddell & Associates, LLC1.25MShares$37.3 Million9.12% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$29 Million3.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN894KShares$26.6 Million0.01% of portfolio