Bartlett & Co. Wealth Management LLC Schwab Fundamental Intl Small Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
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 $22,752. This represents 0.0% of its overall portfolio holdings.
Number of Shares
635
Previous 635
-0.0%
Holding current value
$22,752
Previous $22.2 Million
8.94%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDC
# of Institutions
227Shares Held
66MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.9 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$28.1 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.8 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.9 Million0.94% of portfolio