Rf&L Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Rf&L Wealth Management, LLC
- $170 Billion
- Q3 2025
A detailed history of Rf&L Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 109,462 shares of FNDC stock, worth $4.87 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
109,462
Previous 109,207
0.23%
Holding current value
$4.87 Million
Previous $4.59 Billion
6.1%
% of portfolio
2.86%
Previous 2.96%
Shares
12 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio