Laidlaw Wealth Management LLC Schwab Fundamental Intl Small Call Options Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.78 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$36.2 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$22 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$19.1 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.5 Million
3.31% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.