Diversify Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 71,097 shares of FNDF stock, worth $3.11 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
71,097
Previous 67,252
5.72%
Holding current value
$3.11 Million
Previous $2.52 Billion
18.26%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
716Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.41 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$740 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$425 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$365 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$303 Million0.02% of portfolio