Walkner Condon Financial Advisors LLC Schwab Fundamental U S Small C Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
429Shares Held
123MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.88 Billion1.14% of portfolio
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Waddell & Associates, LLC1.28MShares$37.4 Million9.38% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$30.3 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1MShares$29.2 Million3.12% of portfolio
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Moller Financial Services1MShares$29.2 Million7.82% of portfolio