Avion Wealth Schwab Fundamental Intl Small Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Avion Wealth holds 85 shares of FNDC stock, worth $3,070. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$3,070
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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$1.73 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