Atlas Private Wealth Advisors Schwab Fundamental Intl Small Transaction History
Atlas Private Wealth Advisors
- $691 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.5MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.87 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.1 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.3 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.1 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$18.9 Million3.31% of portfolio