Valued Wealth Advisors LLC Schwab Fundamental Intl Small Put Options Transaction History

Valued Wealth Advisors LLC

$141 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDC

# of Institutions

220

Shares Held

65M

Call Options Held

1.6K

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

55.6M
Shares

$1.93 Billion
2.71% of portfolio
Victory Capital Management Inc

1M
Shares

$34.8 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

732K
Shares

$25.4 Million
0.99% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

459K
Shares

$15.9 Million
0.81% of portfolio
Merriman Wealth Management, LLC

373K
Shares

$13 Million
0.61% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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