Ae Wealth Management LLC Schwab Fundamental Intl Small Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,531 shares of FNDC stock, worth $101,822. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,531
Previous 2,860
11.5%
Holding current value
$101,822
Previous $97,000
6.19%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.88 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.3 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.4 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.2 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$19 Million3.31% of portfolio