Wade Financial Advisory, Inc Schwab Fundamental Intl Small Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 92,551 shares of FNDC stock, worth $3.44 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
92,551
Previous 87,629
5.62%
Holding current value
$3.44 Million
Previous $3.34 Million
5.5%
% of portfolio
1.07%
Previous 1.13%
Shares
21 transactions
Others Institutions Holding FNDC
# of Institutions
267Shares Held
57.9MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.78 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$37.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.9 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$21.3 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$17.1 Million3.11% of portfolio