Solitude Financial Services Schwab Fundamental U S Small C Transaction History
Solitude Financial Services
- $234 Million
- Q3 2024
A detailed history of Solitude Financial Services transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Solitude Financial Services holds 542,379 shares of FNDA stock, worth $16.3 Million. This represents 13.79% of its overall portfolio holdings.
Number of Shares
542,379
Previous 538,038
0.81%
Holding current value
$16.3 Million
Previous $29.5 Million
9.34%
% of portfolio
13.79%
Previous 13.73%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.96 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.6 Million0.01% of portfolio