Waddell & Associates, LLC Schwab Fundamental U S Small C Transaction History
Waddell & Associates, LLC
- $815 Million
- Q3 2024
A detailed history of Waddell & Associates, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,283,090 shares of FNDA stock, worth $38.5 Million. This represents 9.38% of its overall portfolio holdings.
Number of Shares
1,283,090
Previous 1,253,794
2.34%
Holding current value
$38.5 Million
Previous $68.9 Million
11.0%
% of portfolio
9.38%
Previous 9.12%
Shares
22 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
-
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
-
Ameriprise Financial Inc Minneapolis, MN872KShares$26.1 Million0.01% of portfolio