Kathleen S. Wright Associates Inc. Schwab Fundamental Intl Small Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 158 shares of FNDC stock, worth $5,580. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 158
-0.0%
Holding current value
$5,580
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
252Shares Held
58.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.7 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$35.4 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$21.8 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.2 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.1 Million3.31% of portfolio