Avantra Family Wealth, Inc. Schwab Fundamental Intl Large Transaction History
Avantra Family Wealth, Inc.
- $134 Billion
- Q3 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 9,082 shares of FNDF stock, worth $406,782. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,082
Previous 6,496
39.81%
Holding current value
$406,782
Previous $260 Million
50.08%
% of portfolio
0.29%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio