Archvest Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History
Archvest Wealth Advisors, Inc.
- $137 Million
- Q4 2024
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 29,818 shares of FNDF stock, worth $1.09 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
29,818
Previous 29,299
1.77%
Holding current value
$1.09 Million
Previous $1.09 Million
9.51%
% of portfolio
0.72%
Previous 0.66%
Shares
10 transactions
Others Institutions Holding FNDF
# of Institutions
643Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio