Rf&L Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Rf&L Wealth Management, LLC
- $141 Billion
- Q4 2024
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 107,915 shares of FNDC stock, worth $3.76 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
107,915
Previous 104,270
3.5%
Holding current value
$3.76 Million
Previous $3.98 Billion
7.38%
% of portfolio
2.61%
Previous 2.81%
Shares
9 transactions
Others Institutions Holding FNDC
# of Institutions
245Shares Held
59.3MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.72 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.9 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.2 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.9 Million3.31% of portfolio