Spire Wealth Management Schwab Fundamental Intl Small Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Spire Wealth Management holds 3,122 shares of FNDC stock, worth $108,520. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,122
Previous 2,699
15.67%
Holding current value
$108,520
Previous $94,000
17.02%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding FNDC
# of Institutions
219Shares Held
65MCall Options Held
1.6KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA55.6MShares$1.93 Billion2.71% of portfolio
-
Victory Capital Management Inc1MShares$34.8 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$25.4 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$15.9 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13 Million0.61% of portfolio