Golden State Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 16 shares of FNDC stock, worth $712. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 16
-0.0%
Holding current value
$712
Previous $673,000
5.79%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDC
# of Institutions
282Shares 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