Cornerstone Planning Group LLC Schwab Fundamental Intl Small Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,370 shares of FNDC stock, worth $49,484. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,370
Previous 1,353
1.26%
Holding current value
$49,484
Previous $48.8 Million
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
264Shares Held
58.5MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.73 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.3 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.7 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.7 Million3.11% of portfolio