Waterfront Wealth Inc. Schwab Fundamental Intl Small Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 2024
A detailed history of Waterfront Wealth Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Waterfront Wealth Inc. holds 32,315 shares of FNDC stock, worth $1.15 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
32,315
Previous 36,282
10.93%
Holding current value
$1.15 Million
Previous $1.26 Million
2.3%
% of portfolio
0.31%
Previous 0.35%
Shares
16 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