Magnolia Private Wealth, LLC Schwab Fundamental Intl Small Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 5,486 shares of FNDC stock, worth $244,401. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,486
Previous 6,575
16.56%
Holding current value
$244,401
Previous $238 Million
3.07%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
278Shares Held
41.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.34 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$44.6 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$26.3 Million0.9% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO582KShares$25.9 Million1.1% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$21.2 Million3.48% of portfolio