Bartlett & Co. Wealth Management LLC Schwab Fundamental Intl Small Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 635 shares of FNDC stock, worth $28,448. This represents 0.0% of its overall portfolio holdings.
Number of Shares
635
Previous 7,014
90.95%
Holding current value
$28,448
Previous $254 Million
89.48%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDC
# of Institutions
277Shares Held
41.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.35 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$44.9 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$26.5 Million0.9% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO582KShares$26.1 Million1.1% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$21.3 Million3.48% of portfolio