Kathleen S. Wright Associates Inc. Schwab Fundamental Intl Small Transaction History
Kathleen S. Wright Associates Inc.
- $247 Million
- Q1 2025
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 $6,356. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 158
-0.0%
Holding current value
$6,356
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.88 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.3 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.4 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.2 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$19 Million3.31% of portfolio