Compass Planning Associates Inc Schwab Fundamental Intl Large Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
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 $238,383. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,540Holding current value
$238,383% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
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Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
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Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
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Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
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Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio