Heritage Wealth Management, Inc. Schwab Fundamental Intl Large Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 40,095 shares of FNDF stock, worth $1.8 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
40,095
Previous 30,335
32.17%
Holding current value
$1.8 Million
Previous $1.21 Billion
41.88%
% of portfolio
0.51%
Previous 0.39%
Shares
3 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