Alera Investment Advisors, LLC Schwab Fundamental Intl Small Transaction History
Alera Investment Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Alera Investment Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 17,246 shares of FNDC stock, worth $623,442. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,246
Previous 17,246
-0.0%
Holding current value
$623,442
Previous $599,000
9.68%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
58MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.74 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.3 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.7 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.7 Million3.11% of portfolio