Warther Private Wealth, LLC Schwab Fundamental U S Small C Transaction History
Warther Private Wealth, LLC
- $280 Million
- Q3 2024
A detailed history of Warther Private Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Warther Private Wealth, LLC holds 4,040 shares of FNDA stock, worth $118,614. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,040
Previous 4,040
-0.0%
Holding current value
$118,614
Previous $221,000
8.6%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
417Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.87 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$36.8 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.5 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$28.7 Million3.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$26.2 Million0.01% of portfolio