Traphagen Investment Advisors LLC Schwab Fundamental Intl Large Transaction History
Traphagen Investment Advisors LLC
- $820 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
676Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$6.15 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$699 Million1.22% of portfolio
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Regions Financial Corp9.71MShares$401 Million2.73% of portfolio
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Bank Of America Corp Charlotte, NC6.48MShares$268 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA6MShares$248 Million0.05% of portfolio