Eq Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Eq Wealth Advisors, LLC
- $152 Billion
- Q3 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 36,903 shares of FNDC stock, worth $1.63 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
36,903
Previous 37,096
0.52%
Holding current value
$1.63 Million
Previous $1.56 Billion
5.3%
% of portfolio
1.08%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding FNDC
# of Institutions
292Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.33 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$44.3 Million0.03% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.7 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.6 Million0.87% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$21 Million3.48% of portfolio