Cornerstone Planning Group LLC Schwab Fundamental Intl Small Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 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 1,353 shares of FNDC stock, worth $46,313. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,353
Previous 15,188
91.09%
Holding current value
$46,313
Previous $514 Million
90.51%
% of portfolio
0.01%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.69 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.3 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$20.9 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$18.1 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.6 Million3.31% of portfolio