Asset Allocation Strategies LLC Schwab Fundamental Intl Small Transaction History
Asset Allocation Strategies LLC
- $402 Billion
- Q1 2025
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 25,261 shares of FNDC stock, worth $1.02 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
25,261
Previous 22,913
10.25%
Holding current value
$1.02 Million
Previous $815 Million
12.14%
% of portfolio
0.23%
Previous 0.2%
Shares
3 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