Milestone Asset Management, LLC Schwab Fundamental Intl Small Transaction History

Milestone Asset Management, LLC

$454 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$26.94 - $32.1 $4.47 Million - $5.32 Million	165,778 New	165,778 $5.56 Billion

Others Institutions Holding FNDC

# of Institutions

265

Shares Held

57.9M

Call Options Held

2.2K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

48M
Shares

$1.76 Billion
0.31% of portfolio
Victory Capital Management Inc

1M
Shares

$36.8 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

617K
Shares

$22.7 Million
0.79% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

573K
Shares

$21 Million
0.92% of portfolio
Kelman Lazarov, Inc. Memphis, TN

461K
Shares

$17 Million
3.11% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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