Meridian Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
A detailed history of Meridian Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 13,746 shares of FNDC stock, worth $496,505. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,746
Previous 17,599
21.89%
Holding current value
$496,505
Previous $671,000
30.1%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
264Shares Held
58.5MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.73 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.3 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.7 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.7 Million3.11% of portfolio