Bogart Wealth, LLC Schwab Fundamental Intl Small Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Bogart Wealth, LLC holds 228 shares of FNDC stock, worth $8,089. This represents 0.0% of its overall portfolio holdings.
Number of Shares
228
Previous 228
-0.0%
Holding current value
$8,089
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.75 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.6 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.6 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.8 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.2 Million3.31% of portfolio