Wr Wealth Planners, LLC Schwab Fundamental Intl Large Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,083 shares of FNDF stock, worth $442,358. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,083
Previous 12,816
5.72%
Holding current value
$442,358
Previous $456,000
7.24%
% of portfolio
0.13%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
563Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.99 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$579 Million1.38% of portfolio
-
Regions Financial Corp10.4MShares$379 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$306 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$234 Million0.06% of portfolio