Mc Grath & Associates, Inc. Schwab Fundamental Intl Small Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 54,361 shares of FNDC stock, worth $2.36 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
54,361
Previous 56,201
3.27%
Holding current value
$2.36 Million
Previous $1.92 Billion
2.56%
% of portfolio
3.59%
Previous 3.87%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
269Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$2.03 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$43.4 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$25.6 Million0.9% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO582KShares$25.2 Million1.1% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$20.6 Million3.48% of portfolio