Morris Financial Concepts, Inc. Schwab Fundamental Intl Small Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
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 9,001 shares of FNDC stock, worth $305,853. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,001
Previous 9,027
0.29%
Holding current value
$305,853
Previous $313,000
9.58%
% of portfolio
0.15%
Previous 0.15%
Shares
12 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$1.67 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.1 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$20.7 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.5 Million3.31% of portfolio