Lee Financial CO Schwab Fundamental Intl Large Transaction History
Lee Financial CO
- $650 Million
- Q1 2025
A detailed history of Lee Financial CO transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Lee Financial CO holds 207,167 shares of FNDF stock, worth $8.32 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
207,167
Previous 207,874
0.34%
Holding current value
$8.32 Million
Previous $6.9 Million
8.46%
% of portfolio
1.15%
Previous 0.98%
Shares
15 transactions
Others Institutions Holding FNDF
# of Institutions
662Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.98 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$649 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$456 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$260 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$241 Million0.05% of portfolio