Burleson & Company, LLC Schwab Fundamental Intl Small Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
220Shares Held
65MCall Options Held
1.6KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA55.6MShares$1.96 Billion2.71% of portfolio
-
Victory Capital Management Inc1MShares$35.4 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$25.8 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$16.2 Million0.81% of portfolio
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Merriman Wealth Management, LLC373KShares$13.2 Million0.61% of portfolio