Exencial Wealth Advisors, LLC Schwab Fundamental Intl Small Put Options Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
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
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
Jane Street Group, LLC New York, NY

423K
Shares

$15.3 Million
0.0% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.