Ghp Investment Advisors, Inc. Schwab Fundamental Intl Small Transaction History
Ghp Investment Advisors, Inc.
- $2.05 Billion
- Q1 2025
A detailed history of Ghp Investment Advisors, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 577,140 shares of FNDC stock, worth $21.7 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
577,140
Previous 572,628
0.79%
Holding current value
$21.7 Million
Previous $19.5 Million
6.87%
% of portfolio
1.02%
Previous 0.92%
Shares
14 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
-
Kelman Lazarov, Inc. Memphis, TN461KShares$17.4 Million3.11% of portfolio
-
Merriman Wealth Management, LLC360KShares$13.5 Million0.53% of portfolio