Life Steps Financial, Inc. Schwab Fundamental Intl Small Transaction History

Life Steps Financial, Inc.

$128 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 21, 2020	SELL	$20.56 - $33.46 $200,871 - $326,904	-9,770 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$30.12 - $33.25 $294,272 - $324,852	9,770 New	9,770 $325,000

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

$1.76 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$35.8 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.7 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.9 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$16.2 Million
3.31% of portfolio

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