Tempus Wealth Planning, LLC Schwab Fundamental Intl Small Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 5,912 shares of FNDC stock, worth $263,202. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,912
Previous 5,901
0.19%
Holding current value
$263,202
Previous $248,000
6.05%
% of portfolio
0.07%
Previous 0.07%
Shares
2 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