National Wealth Management Group, LLC Schwab Fundamental U S Small C Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,665 shares of FNDA stock, worth $138,830. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,665
Previous 4,641
0.52%
Holding current value
$138,830
Previous $265 Million
3.2%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
414Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.91 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$37.3 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$29 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.6 Million0.01% of portfolio