Ae Wealth Management LLC Schwab Fundamental Intl Small Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 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 2,259 shares of FNDC stock, worth $100,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,259
Previous 2,286
1.18%
Holding current value
$100,570
Previous $96,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDC
# of Institutions
282Shares 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