Balboa Wealth Partners Schwab Fundamental Intl Large Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 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 6,303 shares of FNDF stock, worth $224,954. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,303
Previous 6,181
1.97%
Holding current value
$224,954
Previous $208,000
7.69%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
538Shares Held
280MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.79 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$565 Million1.38% of portfolio
-
Regions Financial Corp10.2MShares$365 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$232 Million0.06% of portfolio