Financial Perspectives, Inc Schwab Fundamental Intl Small Transaction History
Financial Perspectives, Inc
- $264 Billion
- Q1 2024
A detailed history of Financial Perspectives, Inc transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Financial Perspectives, Inc holds 135 shares of FNDC stock, worth $4,824. This represents 0.0% of its overall portfolio holdings.
Number of Shares
135
Previous 135
-0.0%
Holding current value
$4,824
Previous $4.71 Million
1.74%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
220Shares Held
64.9MCall Options Held
1.6KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA55.6MShares$1.99 Billion2.71% of portfolio
-
Victory Capital Management Inc1MShares$35.8 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$26.2 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$16.4 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13.3 Million0.61% of portfolio