United Capital Financial Advisers, LLC Schwab Fundamental Intl Small Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,090 shares of FNDC stock, worth $308,878. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,090
Previous 8,536
6.49%
Holding current value
$308,878
Previous $296,000
16.89%
% of portfolio
0.0%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.67 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.1 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$20.7 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.5 Million3.31% of portfolio