Warren Averett Asset Management, LLC Schwab Fundamental Intl Small Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 7,126 shares of FNDC stock, worth $252,830. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,126
Previous 9,052
21.28%
Holding current value
$252,830
Previous $314,000
13.69%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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$1.75 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$35.6 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.6 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.8 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.2 Million3.31% of portfolio