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 $1.99 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
54,361
Previous 56,201
3.27%
Holding current value
$1.99 Million
Previous $1.92 Billion
2.56%
% of portfolio
3.59%
Previous 3.87%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
270Shares Held
58MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.76 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.6 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.9 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.9 Million3.11% of portfolio