Appleton Partners Inc Schwab Fundamental Intl Large Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Appleton Partners Inc holds 13,359 shares of FNDF stock, worth $477,985. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,359
Previous 22,241
39.94%
Holding current value
$477,985
Previous $792,000
40.91%
% of portfolio
0.04%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding FNDF
# of Institutions
536Shares Held
281MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.8 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$566 Million1.38% of portfolio
-
Regions Financial Corp10.2MShares$366 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$299 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$232 Million0.06% of portfolio