Concord Wealth Partners Schwab Fundamental Intl Small Put Options Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDC

# of Institutions

264

Shares Held

58.7M

Call Options Held

1K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

48M
Shares

$1.73 Billion
0.31% of portfolio
Victory Capital Management Inc

1M
Shares

$36.1 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

617K
Shares

$22.2 Million
0.79% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

573K
Shares

$20.6 Million
0.92% of portfolio
Kelman Lazarov, Inc. Memphis, TN

461K
Shares

$16.6 Million
3.11% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

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