Ever Source Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$30.23 - $34.87 $392 - $453	13 Added 59.09%	35 $1,000
Q3 2023 Nov 03, 2023	BUY	$32.07 - $34.74 $705 - $764	22 New	22 $0

Others Institutions Holding FNDC

# of Institutions

227

Shares Held

66M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

55.9M
Shares

$2 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.9 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

786K
Shares

$28.1 Million
0.03% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.8 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.9 Million
0.94% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
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