Strategic Wealth Advisors Group, LLC Schwab Fundamental U S Small C Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 67,229 shares of FNDA stock, worth $1.86 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
67,229
Previous 66,889
0.51%
Holding current value
$1.86 Million
Previous $3.03 Million
5.55%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.51 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$57.1 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$55.2 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.7 Million0.01% of portfolio