Archvest Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History
Archvest Wealth Advisors, Inc.
- $120 Million
- Q1 2025
A detailed history of Archvest Wealth Advisors, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 33,041 shares of FNDF stock, worth $1.29 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
33,041
Previous 29,818
10.81%
Holding current value
$1.29 Million
Previous $990,000
20.61%
% of portfolio
0.99%
Previous 0.72%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
660Shares 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