Level Financial Advisors, Inc. Schwab Fundamental Intl Small Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$30.1 - $35.8 $301 - $358	10 New	10 $0

Others Institutions Holding FNDC

# of Institutions

227

Shares Held

66.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

55.9M
Shares

$2.01 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.9 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

786K
Shares

$28.2 Million
0.03% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.8 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$19 Million
0.94% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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