Wealth Enhancement Advisory Services, LLC Schwab Fundamental Intl Small Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 82,467 shares of FNDC stock, worth $2.87 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
82,467
Previous 82,467
-0.0%
Holding current value
$2.87 Million
Previous $3.15 Million
10.52%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding FNDC
# of Institutions
245Shares Held
59.3MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.72 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.9 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.2 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.9 Million3.31% of portfolio