Golden State Equity Partners Schwab Fundamental Intl Large Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$33.67 - $37.71 $1,111 - $1,244	33 New	33 $1,000

Others Institutions Holding FNDF

# of Institutions

631

Shares Held

307M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.32 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$602 Million
1.21% of portfolio
Regions Financial Corp

11.2M
Shares

$402 Million
2.75% of portfolio
Auto Owners Insurance CO Lansing, MI

9.29M
Shares

$334 Million
7.17% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$224 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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