Ep Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 47,048 shares of FNDF stock, worth $1.56 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
47,048
Previous 51,295
8.28%
Holding current value
$1.56 Million
Previous $1.8 Million
2.12%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding FNDF
# of Institutions
591Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.58 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$553 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$359 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$277 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$210 Million0.05% of portfolio