Lodestar Private Asset Management LLC Schwab Fundamental Intl Small Transaction History
Lodestar Private Asset Management LLC
- $861 Million
- Q2 2025
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 8,788 shares of FNDC stock, worth $378,587. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,788
Previous 8,787
0.01%
Holding current value
$378,587
Previous $318,000
16.04%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$2.02 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$43.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$26.1 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$24.9 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$20.4 Million3.31% of portfolio