Integrated Wealth Concepts LLC Schwab Fundamental Intl Small Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 77,683 shares of FNDC stock, worth $2.64 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
77,683
Previous 75,496
2.9%
Holding current value
$2.64 Million
Previous $2.62 Million
12.92%
% of portfolio
0.04%
Previous 0.04%
Shares
10 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$1.67 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.1 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$20.7 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.5 Million3.31% of portfolio