Klingman & Associates, LLC Schwab Fundamental Intl Small Transaction History
Klingman & Associates, LLC
- $1.97 Billion
- Q3 2025
A detailed history of Klingman & Associates, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Klingman & Associates, LLC holds 6,684 shares of FNDC stock, worth $297,571. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,684
Previous 6,684
-0.0%
Holding current value
$297,571
Previous $281,000
5.69%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares 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