Compass Planning Associates Inc Schwab Fundamental Intl Large Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Compass Planning Associates Inc holds 6,540 shares of FNDF stock, worth $255,190. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,540
Previous 6,540
-0.0%
Holding current value
$255,190
Previous $217 Million
8.82%
% of portfolio
0.24%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
661Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.81 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$630 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$443 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$253 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$234 Million0.05% of portfolio