Moneta Group Investment Advisors LLC Schwab Fundamental Intl Small Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-6,632 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	6,632 New	6,632 $225,000

Others Institutions Holding FNDC

# of Institutions

267

Shares Held

57.9M

Call Options Held

2.2K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

48M
Shares

$1.77 Billion
0.31% of portfolio
Victory Capital Management Inc

1M
Shares

$37 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

617K
Shares

$22.8 Million
0.79% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

573K
Shares

$21.1 Million
0.92% of portfolio
Kelman Lazarov, Inc. Memphis, TN

461K
Shares

$17 Million
3.11% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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