Kathleen S. Wright Associates Inc. Schwab Fundamental Intl Small Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
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 $7,034. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 158
-0.0%
Holding current value
$7,034
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
287Shares 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