Kingswood Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,170 shares of FNDC stock, worth $638,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,170
Previous 14,920 1.68%
Holding current value
$638,050
Previous $509 Million 7.81%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$33.34 - $37.44 $8,335 - $9,360
250 Added 1.68%
15,170 $549 Million
Q4 2024

Jan 22, 2025
BUY
$33.92 - $38.03 $506,086 - $567,407
14,920 New
14,920 $509 Million

Others Institutions Holding FNDC

# of Institutions
266
Shares Held
57.3M
Call Options Held
3.5K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email