Mc Grath & Associates, Inc. Schwab Fundamental Intl Large Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 49,202 shares of FNDF stock, worth $2.02 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
49,202
Previous 50,437
2.45%
Holding current value
$2.02 Million
Previous $1.68 Billion
6.16%
% of portfolio
3.25%
Previous 3.38%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
692Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$6.13 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$696 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$399 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$343 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$266 Million0.02% of portfolio