Merriman Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 366,748 shares of FNDC stock, worth $14 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
366,748
Previous 373,206
1.73%
Holding current value
$14 Million
Previous $13.2 Million
3.69%
% of portfolio
0.58%
Previous 0.61%
Shares
26 transactions
Others Institutions Holding FNDC
# of Institutions
232Shares Held
66.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2.14 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$38.3 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$30 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK670KShares$25.6 Million0.89% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO473KShares$18.1 Million0.83% of portfolio