Bridge Generations Wealth Management LLC Schwab Fundamental Intl Small Transaction History
Bridge Generations Wealth Management LLC
- $159 Billion
- Q1 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 201 shares of FNDC stock, worth $8,086. This represents 0.0% of its overall portfolio holdings.
Number of Shares
201
Previous 94
113.83%
Holding current value
$8,086
Previous $3.23 Million
126.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.88 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.3 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.4 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.2 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$19 Million3.31% of portfolio