Forefront Wealth Partners, LLC Schwab Fundamental Intl Large Transaction History
Forefront Wealth Partners, LLC
- $397 Billion
- Q3 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 138,043 shares of FNDF stock, worth $6.18 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
138,043
Previous 113,386
21.75%
Holding current value
$6.18 Million
Previous $3.77 Billion
57.49%
% of portfolio
1.49%
Previous 2.58%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio