Kiely Wealth Advisory Group, Inc. Schwab Fundamental Intl Small Transaction History
Kiely Wealth Advisory Group, Inc.
- $158 Billion
- Q3 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 197 shares of FNDC stock, worth $6,989. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 197
-0.0%
Holding current value
$6,989
Previous $6.81 Million
2.26%
% of portfolio
0.0%
Previous 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$1.75 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.6 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.6 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.8 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.2 Million3.31% of portfolio