Blue Sky Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Blue Sky Wealth Advisors, LLC
- $644 Million
- Q1 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 348,511 shares of FNDF stock, worth $12.9 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
348,511
Previous 345,769
0.79%
Holding current value
$12.9 Million
Previous $11.5 Million
9.69%
% of portfolio
1.95%
Previous 1.8%
Shares
25 transactions
Others Institutions Holding FNDF
# of Institutions
651Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.48 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$598 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio