Forefront Wealth Partners, LLC Schwab Fundamental Intl Large Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 139,426 shares of FNDF stock, worth $5.19 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
139,426
Previous 113,386
22.97%
Holding current value
$5.19 Million
Previous $3.77 Billion
33.81%
% of portfolio
3.43%
Previous 2.81%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
665Shares Held
298MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.55 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$601 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$423 Million3.1% of portfolio
-
Morgan Stanley New York, NY6.25MShares$233 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$223 Million0.05% of portfolio