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 $2.5 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
67,252
Previous 62,886
6.94%
Holding current value
$2.5 Million
Previous $2.07 Billion
21.57%
% of portfolio
0.19%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
654Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.51 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$601 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$417 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$346 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$233 Million0.01% of portfolio