Curtis Advisory Group, LLC Schwab Fundamental Intl Small Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding FNDC
# of Institutions
287Shares Held
42.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.33 Billion0.23% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$70.7 Million6.82% of portfolio
-
Victory Capital Management Inc1MShares$44.1 Million0.03% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.6 Million1.1% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.5 Million0.87% of portfolio