Marshall & Sterling Wealth Advisors Inc. Schwab Fundamental Intl Large Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 321 shares of FNDF stock, worth $12,525. This represents 0.01% of its overall portfolio holdings.
Number of Shares
321
Previous 322
0.31%
Holding current value
$12,525
Previous $10.7 Million
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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