Heritage Wealth Management, Inc. Schwab Fundamental Intl Large Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 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 30,335 shares of FNDF stock, worth $1.33 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
30,335
Previous 14,865
104.07%
Holding current value
$1.33 Million
Previous $537 Million
125.98%
% of portfolio
0.39%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
716Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.41 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$740 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$425 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$365 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$303 Million0.02% of portfolio