Castle Wealth Management LLC Schwab Fundamental Intl Large Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Castle Wealth Management LLC holds 86,941 shares of FNDF stock, worth $3.1 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
86,941
Previous 76,453
13.72%
Holding current value
$3.1 Million
Previous $2.86 Million
1.05%
% of portfolio
1.58%
Previous 1.51%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
633Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.27 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$597 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$399 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$331 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio