Canvas Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Canvas Wealth Advisors, LLC
- $530 Million
- Q3 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 5,433 shares of FNDC stock, worth $241,877. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,433
Previous 5,433
-0.0%
Holding current value
$241,877
Previous $228,000
5.7%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio