Mogy Joel R Investment Counsel Inc Schwab Fundamental Intl Small Transaction History
Mogy Joel R Investment Counsel Inc
- $1.81 Billion
- Q3 2025
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 281 shares of FNDC stock, worth $12,510. This represents 0.0% of its overall portfolio holdings.
Number of Shares
281
Previous 363
22.59%
Holding current value
$12,510
Previous $15,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio