Shakespeare Wealth Management, Inc. Schwab Fundamental Intl Small Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q1 2025
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 44,893 shares of FNDC stock, worth $1.81 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
44,893
Previous 50,913
11.82%
Holding current value
$1.81 Million
Previous $1.74 Million
6.5%
% of portfolio
0.44%
Previous 0.47%
Shares
30 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$1.88 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.3 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.4 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.2 Million1.02% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN473KShares$19 Million3.31% of portfolio