Shore Point Advisors, LLC Schwab Fundamental Intl Small Transaction History
Shore Point Advisors, LLC
- $171 Million
- Q2 2024
A detailed history of Shore Point Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Shore Point Advisors, LLC holds 150,705 shares of FNDC stock, worth $5.55 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
150,705
Previous 131,750
14.39%
Holding current value
$5.55 Million
Previous $4.67 Million
12.09%
% of portfolio
3.07%
Previous 2.75%
Shares
11 transactions
Others Institutions Holding FNDC
# of Institutions
232Shares Held
66.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2.06 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$36.9 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$28.9 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK670KShares$24.7 Million0.89% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO473KShares$17.4 Million0.83% of portfolio