Element Wealth, LLC Schwab Fundamental Intl Small Transaction History

Element Wealth, LLC

$187 Million
Q3 2024

A detailed history of Element Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Element Wealth, LLC holds 82 shares of FNDC stock, worth $2,925. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 82 -0.0%

Holding current value

$2,925

Previous $2,000 50.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$32.07 - $34.74 $2,629 - $2,848	82 New	82 $2,000

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.76 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.8 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.7 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.9 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.2 Million
3.31% of portfolio

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About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

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Element Wealth, LLC Schwab Fundamental Intl Small Transaction History