Kiley Juergens Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Kiley Juergens Wealth Management, LLC
- $372 Million
- Q3 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 11,736 shares of FNDF stock, worth $390,926. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,736
Previous 12,031
2.45%
Holding current value
$390,926
Previous $421,000
4.04%
% of portfolio
0.12%
Previous 0.12%
Shares
24 transactions
Others Institutions Holding FNDF
# of Institutions
592Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.6 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$555 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$360 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$278 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$211 Million0.05% of portfolio