Keystone Wealth Services, LLC Schwab Fundamental Intl Large Transaction History
Keystone Wealth Services, LLC
- $340 Million
- Q1 2025
A detailed history of Keystone Wealth Services, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 23,142 shares of FNDF stock, worth $861,345. This represents 0.25% of its overall portfolio holdings.
Number of Shares
23,142
Previous 23,513
1.58%
Holding current value
$861,345
Previous $780,000
8.08%
% of portfolio
0.25%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
654Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.51 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$601 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$417 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$346 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$233 Million0.01% of portfolio