Moller Financial Services Schwab Fundamental Intl Small Transaction History
Moller Financial Services
- $404 Million
- Q1 2025
A detailed history of Moller Financial Services transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Moller Financial Services holds 101,966 shares of FNDC stock, worth $3.73 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
101,966
Previous 89,216
14.29%
Holding current value
$3.73 Million
Previous $3.05 Million
22.46%
% of portfolio
0.92%
Previous 0.8%
Shares
24 transactions
Others Institutions Holding FNDC
# of Institutions
268Shares Held
58MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.76 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.6 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.9 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.9 Million3.11% of portfolio