Magnolia Private Wealth, LLC Schwab Fundamental Intl Small Transaction History
Magnolia Private Wealth, LLC
- $136 Billion
- Q3 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 5,069 shares of FNDC stock, worth $225,671. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,069
Previous 5,486
7.6%
Holding current value
$225,671
Previous $231 Million
2.2%
% of portfolio
0.17%
Previous 0.18%
Shares
4 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