Resource Planning Group Schwab Fundamental Intl Small Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Resource Planning Group holds 125,997 shares of FNDC stock, worth $5.43 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
125,997
Previous 180,175
30.07%
Holding current value
$5.43 Million
Previous $5.79 Million
24.15%
% of portfolio
2.78%
Previous 4.87%
Shares
22 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$2.02 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$43.2 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$26.1 Million0.84% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO577KShares$24.9 Million1.02% of portfolio
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Kelman Lazarov, Inc. Memphis, TN476KShares$20.5 Million3.48% of portfolio