Elevate Wealth Advisory, Inc Schwab Fundamental Intl Small Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,674 shares of FNDC stock, worth $74,526. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,674
Previous 1,674
-0.0%
Holding current value
$74,526
Previous $70.4 Million
5.85%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
286Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio