Ep Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,223 shares of FNDC stock, worth $219,679. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,223
Previous 5,920
11.77%
Holding current value
$219,679
Previous $202,000
6.44%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.97 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$42.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$25.5 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$24.3 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$19.9 Million3.31% of portfolio