Kathleen S. Wright Associates Inc. Schwab Fundamental Intl Small Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 158 shares of FNDC stock, worth $5,368. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158Holding current value
$5,368% of portfolio
0.0%Shares
1 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
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Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$20.7 Million0.85% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO529KShares$18 Million0.94% of portfolio
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Kelman Lazarov, Inc. Memphis, TN455KShares$15.5 Million3.31% of portfolio