Zrc Wealth Management, LLC Schwab Fundamental Intl Small Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 132 shares of FNDC stock, worth $4,773. This represents 0.0% of its overall portfolio holdings.
Number of Shares
132
Previous 128
3.13%
Holding current value
$4,773
Previous $4.88 Million
8.03%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
58MCall Options Held
2.2KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA48MShares$1.74 Billion0.31% of portfolio
-
Victory Capital Management Inc1MShares$36.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK617KShares$22.3 Million0.79% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20.7 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN461KShares$16.7 Million3.11% of portfolio