Balboa Wealth Partners Schwab Fundamental Intl Large Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Balboa Wealth Partners holds 7,111 shares of FNDF stock, worth $253,862. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,111
Previous 6,303
12.82%
Holding current value
$253,862
Previous $224,000
11.16%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
562Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.87 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$565 Million1.38% of portfolio
-
Regions Financial Corp10.4MShares$369 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$228 Million0.06% of portfolio