Stone Point Wealth LLC Schwab Fundamental Intl Small Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Stone Point Wealth LLC holds 10,126 shares of FNDC stock, worth $364,029. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,126
Previous 8,361
21.11%
Holding current value
$364,029
Previous $291,000
23.37%
% of portfolio
0.13%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding FNDC
# of Institutions
223Shares Held
64.9MCall Options Held
1.6KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA55.6MShares$2 Billion2.71% of portfolio
-
Victory Capital Management Inc1MShares$36 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK732KShares$26.3 Million0.99% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO459KShares$16.5 Million0.81% of portfolio
-
Merriman Wealth Management, LLC373KShares$13.4 Million0.61% of portfolio