Modern Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Modern Wealth Management, LLC holds 35,591 shares of FNDF stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

35,591

Previous 34,581 2.92%

Holding current value

$1.45 Million

Previous $1.25 Billion 99.9%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$32.9 - $37.45 $33,229 - $37,824	1,010 Added 2.92%	35,591 $1.29 Million
Q1 2025 May 15, 2025	SELL	$32.9 - $37.45 $2.47 Million - $2.81 Million	-75,058 Reduced 68.46%	34,581 $1.25 Billion
Q4 2024 May 30, 2025	BUY	$32.92 - $37.15 $5.05 Million - $5.7 Million	153,453 Added 443.75%	188,034 $6.24 Million
Q4 2024 May 29, 2025	BUY	$32.92 - $37.15 $5.05 Million - $5.7 Million	153,453 Added 443.75%	188,034 $6.24 Million
Q4 2024 Feb 11, 2025	BUY	$32.92 - $37.15 $3.61 Million - $4.07 Million	109,639 New	109,639 $3.84 Billion

Others Institutions Holding FNDF

# of Institutions

690

Shares Held

306M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Modern Wealth Management, LLC Schwab Fundamental Intl Large Transaction History