Kiley Juergens Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 11,697 shares of FNDF stock, worth $406,704. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,697
Previous 11,736
0.33%
Holding current value
$406,704
Previous $438,000
11.42%
% of portfolio
0.1%
Previous 0.12%
Shares
25 transactions
Others Institutions Holding FNDF
# of Institutions
601Shares Held
300MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.15 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$583 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$376 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$290 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$220 Million0.05% of portfolio