Diversify Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 67,252 shares of FNDF stock, worth $2.62 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
67,252
Previous 62,886
6.94%
Holding current value
$2.62 Million
Previous $2.07 Billion
21.57%
% of portfolio
0.19%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
661Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.81 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$630 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$443 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$253 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$234 Million0.05% of portfolio