Bergan Kdv Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 9,000 shares of FNDF stock, worth $338,040. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,000
-0.0%
Holding current value
$338,040
Previous $281,000
3.2%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
563Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$5.12 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$594 Million1.38% of portfolio
-
Regions Financial Corp10.4MShares$389 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$314 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$240 Million0.06% of portfolio