Cornerstone Planning Group LLC Schwab Fundamental Intl Small Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,370 shares of FNDC stock, worth $50,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,370
Previous 1,353
1.26%
Holding current value
$50,100
Previous $48.8 Million
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
267Shares Held
57.9MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.76 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.7 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.6 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.9 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.9 Million3.11% of portfolio