Ep Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
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 3,385 shares of FNDC stock, worth $125,752. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,385
Previous 4,832
29.95%
Holding current value
$125,752
Previous $171,000
31.58%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDC
# of Institutions
232Shares Held
66.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2.08 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$37.2 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$29.2 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK670KShares$24.9 Million0.89% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO473KShares$17.6 Million0.83% of portfolio