Hb Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,871 shares of FNDF stock, worth $245,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,871
Previous 5,486
25.25%
Holding current value
$245,225
Previous $205,000
11.22%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
626Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.28 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$598 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$399 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$332 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$223 Million0.01% of portfolio