Elevate Wealth Advisory, Inc Schwab Fundamental Intl Small Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
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 $60,515. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,674
Previous 1,674
-0.0%
Holding current value
$60,515
Previous $63.9 Million
10.51%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
265Shares Held
58MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.74 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