Trilogy Capital Inc. Schwab Fundamental U S Small C Transaction History
Trilogy Capital Inc.
- $1.89 Billion
- Q4 2024
A detailed history of Trilogy Capital Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Trilogy Capital Inc. holds 1,297,427 shares of FNDA stock, worth $38 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
1,297,427
Previous 653,793
98.45%
Holding current value
$38 Million
Previous $38.9 Million
1.06%
% of portfolio
2.04%
Previous 2.02%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
469Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.83 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$60.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio