Balboa Wealth Partners Schwab Fundamental Intl Large Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Balboa Wealth Partners holds 7,111 shares of FNDF stock, worth $234,236. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,111
Previous 7,111
-0.0%
Holding current value
$234,236
Previous $249,000
6.43%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
591Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.54 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$549 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$356 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$275 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$208 Million0.05% of portfolio