Morris Financial Concepts, Inc. Schwab Fundamental Intl Small Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 8,402 shares of FNDC stock, worth $316,083. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,402
Previous 9,010
6.75%
Holding current value
$316,083
Previous $307,000
0.98%
% of portfolio
0.13%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding FNDC
# of Institutions
270Shares Held
58.1MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.81 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$37.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$23.2 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$21.7 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$17.4 Million3.11% of portfolio