Lee Financial CO Schwab Fundamental Intl Large Transaction History
Lee Financial CO
- $706 Million
- Q4 2024
A detailed history of Lee Financial CO transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Lee Financial CO holds 207,874 shares of FNDF stock, worth $7.48 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
207,874
Previous 207,490
0.19%
Holding current value
$7.48 Million
Previous $7.75 Million
10.96%
% of portfolio
0.98%
Previous 1.11%
Shares
14 transactions
Others Institutions Holding FNDF
# of Institutions
635Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.33 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$603 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$403 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$334 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$225 Million0.01% of portfolio