Compass Planning Associates Inc Schwab Fundamental Intl Large Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
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 $225,433. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,540Holding current value
$225,433% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
594Shares Held
290MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.76 Billion1.0% of portfolio
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Wealth Enhancement Advisory Services, LLC16.8MShares$578 Million1.21% of portfolio
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Regions Financial Corp10.8MShares$372 Million2.92% of portfolio
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Auto Owners Insurance CO Lansing, MI8.35MShares$288 Million7.75% of portfolio
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Wells Fargo & Company San Francisco, CA6.32MShares$218 Million0.05% of portfolio