Kiely Wealth Advisory Group, Inc. Schwab Fundamental Intl Small Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 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 $7,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
197
Previous 197
-0.0%
Holding current value
$7,157
Previous $6.96 Million
0.63%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
265Shares Held
58MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.74 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.4 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.4 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.8 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.8 Million3.11% of portfolio