Eq Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Eq Wealth Advisors, LLC
- $126 Billion
- Q1 2025
A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 37,531 shares of FNDC stock, worth $1.41 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
37,531
Previous 37,410
0.32%
Holding current value
$1.41 Million
Previous $1.28 Billion
6.38%
% of portfolio
1.08%
Previous 1.23%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
271Shares Held
58.1MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.81 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$37.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$23.2 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$21.7 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$17.4 Million3.11% of portfolio