Values Added Financial LLC Schwab Fundamental Intl Large Transaction History
Values Added Financial LLC
- $206 Billion
- Q2 2025
A detailed history of Values Added Financial LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Values Added Financial LLC holds 12,201 shares of FNDF stock, worth $516,712. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,201
Previous 12,201
-0.0%
Holding current value
$516,712
Previous $441 Million
10.74%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
712Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.21 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$717 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$411 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$354 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$294 Million0.02% of portfolio