Clune & Associates, Ltd. Schwab Fundamental Intl Small Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 2025
A detailed history of Clune & Associates, Ltd. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Clune & Associates, Ltd. holds 111,688 shares of FNDC stock, worth $4.53 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
111,688
Previous 103,571
7.84%
Holding current value
$4.53 Million
Previous $3.54 Billion
14.34%
% of portfolio
1.24%
Previous 1.17%
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$1.9 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.6 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.4 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$19.2 Million3.31% of portfolio