Elevate Wealth Advisory, Inc Schwab Fundamental Intl Small Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 $59,092. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,674
Previous 1,674
-0.0%
Holding current value
$59,092
Previous $58.4 Million
1.75%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
219Shares Held
64.6MCall 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$35.4 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$25.8 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$16.2 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13.2 Million0.61% of portfolio