Kingswood Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,920 shares of FNDC stock, worth $520,111. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,920Holding current value
$520,111% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
245Shares Held
59.3MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.72 Billion0.37% of portfolio
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Victory Capital Management Inc1MShares$34.9 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.2 Million0.85% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO573KShares$20 Million0.92% of portfolio
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Kelman Lazarov, Inc. Memphis, TN455KShares$15.9 Million3.31% of portfolio