Avidian Wealth Solutions, LLC Schwab Fundamental Intl Large Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
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 64,210 shares of FNDF stock, worth $2.34 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
64,210
Previous 61,981
3.6%
Holding current value
$2.34 Million
Previous $2.32 Million
7.94%
% of portfolio
0.1%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares 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