Jfs Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Jfs Wealth Advisors, LLC
- $1.69 Billion
- Q3 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 72 shares of FNDC stock, worth $3,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
72
Previous 72
-0.0%
Holding current value
$3,205
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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