Financial Perspectives, Inc Schwab Fundamental Intl Small Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 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 $4,789. This represents 0.0% of its overall portfolio holdings.
Number of Shares
135
Previous 135
-0.0%
Holding current value
$4,789
Previous $4.69 Million
9.74%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.75 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.6 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.6 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.8 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.2 Million3.31% of portfolio