Evercore Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Evercore Wealth Management, LLC
- $6.2 Billion
- Q2 2025
A detailed history of Evercore Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 6,186 shares of FNDF stock, worth $269,029. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,186
Previous 6,186
-0.0%
Holding current value
$269,029
Previous $223,000
10.76%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
715Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$736 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$422 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$363 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio