Ci Private Wealth, LLC Schwab Fundamental Intl Small Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ci Private Wealth, LLC holds 5,459 shares of FNDC stock, worth $243,034. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,459
Previous 4,954
10.19%
Holding current value
$243,034
Previous $208,000
16.35%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
286Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio