Institutional & Family Asset Management, LLC Schwab Fundamental Intl Large Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$29.24 - $31.97 $3,684 - $4,028	126 New	126 $3,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.6 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$555 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$360 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$279 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$211 Million
0.05% of portfolio

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