Avidian Wealth Solutions, LLC Schwab Fundamental Intl Large Transaction History
Avidian Wealth Solutions, LLC
- $2.18 Billion
- Q1 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 65,817 shares of FNDF stock, worth $2.45 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
65,817
Previous 64,210
2.5%
Holding current value
$2.45 Million
Previous $2.13 Million
11.54%
% of portfolio
0.11%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
654Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.51 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$601 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$417 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$346 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$233 Million0.01% of portfolio