Dopkins Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q1 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 7,423 shares of FNDC stock, worth $260,918. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,423
Previous 7,302
1.66%
Holding current value
$260,918
Previous $254,000
3.54%
% of portfolio
0.17%
Previous 0.21%
Shares
8 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$35.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$25.7 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$16.1 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13.1 Million0.61% of portfolio