Concurrent Investment Advisors, LLC Schwab Fundamental Intl Large Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,813 shares of FNDF stock, worth $439,524. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,813
Previous 8,857
10.79%
Holding current value
$439,524
Previous $354 Million
18.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio