Lodestar Private Asset Management LLC Schwab Fundamental Intl Small Transaction History
Lodestar Private Asset Management LLC
- $948 Million
- Q3 2025
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 8,788 shares of FNDC stock, worth $391,241. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,788
Previous 8,788
-0.0%
Holding current value
$391,241
Previous $369,000
5.96%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding FNDC
# of Institutions
284Shares Held
41.5MCall 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