Vishria Bird Financial Group, LLC Schwab Fundamental U S Small C Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 9,384 shares of FNDA stock, worth $281,238. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,384Holding current value
$281,238% of portfolio
0.21%Shares
1 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
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Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
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Ubs Group Ag921KShares$27.6 Million0.01% of portfolio