Lido Advisors, LLC Schwab Fundamental Intl Small Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Lido Advisors, LLC holds 5,313 shares of FNDC stock, worth $188,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,313

Holding current value

$188,505

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$33.85 - $38.5 $179,845 - $204,550	5,313 New	5,313 $202,000
Q1 2023 May 15, 2023	BUY	$31.23 - $34.09 $28,481 - $31,090	912 Added 7.6%	12,912 $427,000
Q2 2021 Aug 12, 2021	BUY	$37.92 - $40.84 $144,096 - $155,192	3,800 Added 46.34%	12,000 $471,000
Q3 2019 Nov 12, 2019	BUY	$30.43 - $31.22 $249,526 - $256,004	8,200 New	8,200 $252,000

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.75 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.6 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.6 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.8 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.2 Million
3.31% of portfolio

View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

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