Marshall & Sterling Wealth Advisors Inc. Schwab Fundamental Intl Large Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 323 shares of FNDF stock, worth $14,056. This represents 0.01% of its overall portfolio holdings.
Number of Shares
323
Previous 321
0.62%
Holding current value
$14,056
Previous $11.6 Million
11.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
728Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$736 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$423 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$364 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio