Modern Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Modern Wealth Management, LLC holds 87,612 shares of FNDC stock, worth $3.52 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
87,612Holding current value
$3.52 Million% of portfolio
0.1%Shares
1 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$1.88 Billion0.32% of portfolio
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Victory Capital Management Inc1MShares$40.3 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.4 Million0.84% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO577KShares$23.2 Million1.02% of portfolio
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Kelman Lazarov, Inc. Memphis, TN473KShares$19 Million3.31% of portfolio