Upper Left Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 8,733 shares of FNDC stock, worth $303,559. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,733
Previous 9,892
11.72%
Holding current value
$303,559
Previous $344,000
10.17%
% of portfolio
0.29%
Previous 0.34%
Shares
9 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