Tumwater Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Tumwater Wealth Management, LLC
- $192 Billion
- Q1 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 21,045 shares of FNDC stock, worth $846,640. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,045
Previous 21,086
0.19%
Holding current value
$846,640
Previous $720 Million
5.83%
% of portfolio
0.4%
Previous 0.38%
Shares
2 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