Compass Planning Associates Inc Schwab Fundamental Intl Large Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Compass Planning Associates Inc holds 6,540 shares of FNDF stock, worth $241,980. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,540
Previous 6,540
-0.0%
Holding current value
$241,980
Previous $217 Million
8.82%
% of portfolio
0.24%
Previous 0.22%
Shares
1 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