Yoder Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 38,869 shares of FNDA stock, worth $1.17 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
38,869
Previous 38,881
0.03%
Holding current value
$1.17 Million
Previous $2.14 Billion
8.43%
% of portfolio
1.39%
Previous 1.38%
Shares
6 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$2.98 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.7 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.3 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.2 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.8 Million0.01% of portfolio