Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 43,229 shares of FNDC stock, worth $1.5 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
43,229
Previous 37,665
14.77%
Holding current value
$1.5 Million
Previous $1.21 Billion
26.66%
% of portfolio
1.09%
Previous 1.12%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
220Shares 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