Wagner Wealth Management, LLC Schwab Fundamental U S Small C Transaction History
Wagner Wealth Management, LLC
- $311 Million
- Q1 2025
A detailed history of Wagner Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 65 shares of FNDA stock, worth $1,653. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 55
18.18%
Holding current value
$1,653
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.07 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$66 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$53.1 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.9 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.6 Million0.01% of portfolio