Fsm Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 6,069 shares of FNDF stock, worth $221,215. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,069
Previous 6,782
10.51%
Holding current value
$221,215
Previous $253,000
20.55%
% of portfolio
0.05%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
643Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio