Moller Financial Services Schwab Fundamental Intl Small Transaction History
Moller Financial Services
- $400 Million
- Q3 2024
A detailed history of Moller Financial Services transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Moller Financial Services holds 88,517 shares of FNDC stock, worth $3.07 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
88,517
Previous 88,002
0.59%
Holding current value
$3.07 Million
Previous $3.06 Million
10.4%
% of portfolio
0.84%
Previous 0.82%
Shares
22 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
-
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
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.8 Million3.31% of portfolio