Perigon Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,559 shares of FNDC stock, worth $202,966. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,559Holding current value
$202,966% of portfolio
0.0%Shares
6 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
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Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
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Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
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Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio