Golden Bell Financial Planning LLC Schwab Fundamental Intl Small Transaction History
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
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 12,433 shares of FNDC stock, worth $553,517. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,433
Previous 14,606
14.88%
Holding current value
$553,517
Previous $614 Million
9.9%
% of portfolio
0.48%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding FNDC
# of Institutions
286Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio