Cassaday & CO Wealth Management LLC Schwab Fundamental Intl Large Transaction History
Cassaday & CO Wealth Management LLC
- $2.82 Billion
- Q1 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 14,859 shares of FNDF stock, worth $523,185. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,859
Previous 11,926
24.59%
Holding current value
$523,185
Previous $402,000
31.59%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.72 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$528 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$360 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$294 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$229 Million0.06% of portfolio