Mokosak Advisory Group, LLC Schwab Fundamental Intl Small Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.7 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.7 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.1 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.3 Million0.94% of portfolio
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Kelman Lazarov, Inc. Memphis, TN455KShares$15.8 Million3.31% of portfolio