Ever Source Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 16,777 shares of FNDF stock, worth $590,718. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,777
Previous 405
4042.47%
Holding current value
$590,718
Previous $14,000
4164.29%
% of portfolio
0.05%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.72 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$528 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$360 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$294 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$229 Million0.06% of portfolio