Integrated Wealth Concepts LLC Schwab Fundamental Intl Small Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 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 79,394 shares of FNDC stock, worth $2.85 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
79,394
Previous 77,683
2.2%
Holding current value
$2.85 Million
Previous $2.96 Million
8.54%
% of portfolio
0.03%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding FNDC
# of Institutions
265Shares Held
57.9MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.72 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.2 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.6 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.6 Million3.11% of portfolio