Golden Bell Financial Planning LLC Schwab Fundamental Intl Small Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
A detailed history of Golden Bell Financial Planning LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 16,078 shares of FNDC stock, worth $563,373. This represents 0.55% of its overall portfolio holdings.
Number of Shares
16,078Holding current value
$563,373% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
247Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.72 Billion0.37% of portfolio
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Victory Capital Management Inc1MShares$35.1 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.3 Million0.85% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO573KShares$20.1 Million0.92% of portfolio
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Kelman Lazarov, Inc. Memphis, TN455KShares$16 Million3.31% of portfolio