Org Partners LLC Schwab Fundamental U S Small C Transaction History
Org Partners LLC
- $588 Million
- Q3 2024
A detailed history of Org Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Org Partners LLC holds 2,964 shares of FNDA stock, worth $88,208. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,964
Previous 2,964
-0.0%
Holding current value
$88,208
Previous $162,000
8.64%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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