Transamerica Financial Advisors, Inc. Schwab Fundamental Intl Small Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$27.09 - $32.72 $839 - $1,014	-31 Reduced 96.88%	1 $1,000
Q2 2022 Aug 15, 2022	BUY	$30.1 - $35.8 $963 - $1,145	32 New	32 $0

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.7 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.7 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$21.1 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.3 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.8 Million
3.31% of portfolio

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