Ethos Financial Group, LLC Schwab Fundamental Intl Large Transaction History
Ethos Financial Group, LLC
- $529 Million
- Q1 2024
A detailed history of Ethos Financial Group, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Ethos Financial Group, LLC holds 266,783 shares of FNDF stock, worth $9.51 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
266,783
Previous 260,335
2.48%
Holding current value
$9.51 Million
Previous $8.78 Million
8.19%
% of portfolio
1.8%
Previous 1.87%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
281MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.78 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$564 Million1.38% of portfolio
-
Regions Financial Corp10.2MShares$365 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$231 Million0.06% of portfolio