Kingswood Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,899 shares of FNDF stock, worth $705,688. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,899
Previous 19,651
3.83%
Holding current value
$705,688
Previous $734 Million
14.53%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.53 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$670 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$418 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$347 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$233 Million0.01% of portfolio