Mokosak Advisory Group, LLC Schwab Fundamental Intl Small Transaction History
Mokosak Advisory Group, LLC
- $354 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding FNDC
# of Institutions
269Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.99 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$42.7 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$25.2 Million0.9% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO582KShares$24.8 Million1.1% of portfolio
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Kelman Lazarov, Inc. Memphis, TN476KShares$20.3 Million3.48% of portfolio