Forefront Wealth Partners, LLC Schwab Fundamental Intl Large Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 139,426 shares of FNDF stock, worth $5.58 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
139,426
Previous 113,386
22.97%
Holding current value
$5.58 Million
Previous $3.77 Billion
33.81%
% of portfolio
3.43%
Previous 2.81%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
661Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.96 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$646 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$454 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$259 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$240 Million0.05% of portfolio