Jfs Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 893 shares of FNDC stock, worth $32,764. This represents 0.0% of its overall portfolio holdings.
Number of Shares
893
Previous 72
1140.28%
Holding current value
$32,764
Previous $2,000
1500.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDC
# of Institutions
269Shares Held
58MCall 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$36.8 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.6 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$21 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.9 Million3.11% of portfolio