Whipplewood Advisors, LLC Schwab Fundamental Intl Large Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 61,177 shares of FNDF stock, worth $2.46 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
61,177
Previous 61,732
0.9%
Holding current value
$2.46 Million
Previous $2.05 Billion
15.38%
% of portfolio
1.4%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
664Shares Held
298MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.98 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$680 Million1.22% of portfolio
-
Regions Financial Corp11.4MShares$456 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$260 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$241 Million0.05% of portfolio