Iht Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Iht Wealth Management, LLC holds 34,522 shares of FNDF stock, worth $1.22 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
34,522
Previous 32,497
6.23%
Holding current value
$1.22 Million
Previous $1.1 Million
12.14%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.72 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$528 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$360 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$294 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$229 Million0.06% of portfolio