Ci Private Wealth, LLC Schwab Fundamental Intl Small Transaction History
Ci Private Wealth, LLC
- $68.1 Billion
- Q2 2025
A detailed history of Ci Private Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,954 shares of FNDC stock, worth $221,939. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,954
Previous 9,962
50.27%
Holding current value
$221,939
Previous $418,000
50.24%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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