Seven Springs Wealth Group, LLC Schwab Fundamental U S Small C Call Options Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

416

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

97.6M
Shares

$2.93 Billion
1.03% of portfolio
Waddell & Associates, LLC

1.25M
Shares

$37.6 Million
9.12% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$31.1 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

976K
Shares

$29.2 Million
3.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

894K
Shares

$26.8 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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