Phillips Financial Management, LLC Schwab Fundamental Intl Small Transaction History
Phillips Financial Management, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Phillips Financial Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Phillips Financial Management, LLC holds 211 shares of FNDC stock, worth $9,393. This represents 0.0% of its overall portfolio holdings.
Number of Shares
211Holding current value
$9,393% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDC
# of Institutions
287Shares Held
41.8MCall 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, CO595KShares$26.5 Million1.14% 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