Kiley Juergens Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Kiley Juergens Wealth Management, LLC
- $311 Million
- Q1 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 11,716 shares of FNDF stock, worth $420,018. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,716
Previous 11,601
0.99%
Holding current value
$420,018
Previous $391,000
6.65%
% of portfolio
0.13%
Previous 0.14%
Shares
22 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.81 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$538 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$367 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$299 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$233 Million0.06% of portfolio