Tumwater Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Tumwater Wealth Management, LLC
- $191 Billion
- Q4 2024
A detailed history of Tumwater Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 21,086 shares of FNDC stock, worth $744,757. This represents 0.38% of its overall portfolio holdings.
Number of Shares
21,086Holding current value
$744,757% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
254Shares Held
58.5MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.7 Billion0.31% of portfolio
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Victory Capital Management Inc1MShares$35.4 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$21.8 Million0.79% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO573KShares$20.2 Million0.92% of portfolio
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Kelman Lazarov, Inc. Memphis, TN455KShares$16.1 Million3.31% of portfolio