Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Fundamental Intl Small Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$33.21 - $35.58 $55,062 - $58,991	1,658 New	1,658 $58,000
Q1 2022 May 13, 2022	SELL	$33.24 - $38.0 $232 - $266	-7 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$36.2 - $39.91 $253 - $279	7 New	7 $0

Others Institutions Holding FNDC

# of Institutions

228

Shares Held

66M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

55.9M
Shares

$2.01 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$36 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

786K
Shares

$28.2 Million
0.03% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.9 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$19 Million
0.94% of portfolio

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About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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