Shakespeare Wealth Management, Inc. Schwab Fundamental Intl Small Transaction History
Shakespeare Wealth Management, Inc.
- $344 Million
- Q2 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 61,187 shares of FNDC stock, worth $2.19 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
61,187
Previous 69,213
11.6%
Holding current value
$2.19 Million
Previous $2.45 Million
13.37%
% of portfolio
0.62%
Previous 0.71%
Shares
27 transactions
Others Institutions Holding FNDC
# of Institutions
227Shares Held
66MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.9 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$28.1 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.8 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.9 Million0.94% of portfolio