Kingswood Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,097 shares of FNDC stock, worth $716,638. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,097
Previous 16,215 0.73%
Holding current value
$716,638
Previous $682 Million 5.08%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$41.81 - $45.21 $4,933 - $5,334
-118 Reduced 0.73%
16,097 $716 Million
Q2 2025

Jul 23, 2025
BUY
$32.97 - $42.05 $34,453 - $43,942
1,045 Added 6.89%
16,215 $682 Million
Q1 2025

Jul 25, 2025
SELL
$33.34 - $37.44 $34,840 - $39,124
-1,045 Reduced 6.44%
15,170 $549 Million
Q1 2025

Apr 21, 2025
BUY
$33.34 - $37.44 $8,335 - $9,360
250 Added 1.68%
15,170 $549 Million
Q4 2024

Jan 22, 2025
BUY
$33.92 - $38.03 $506,086 - $567,407
14,920 New
14,920 $509 Million

Others Institutions Holding FNDC

# of Institutions
287
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
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