Mc Kinley Carter Wealth Services, Inc. Schwab Fundamental Intl Large Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 956,262 shares of FNDF stock, worth $33 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
956,262
Previous 923,401
3.56%
Holding current value
$33 Million
Previous $34.5 Million
7.97%
% of portfolio
1.99%
Previous 2.13%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
594Shares Held
290MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.76 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$578 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$372 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$288 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$218 Million0.05% of portfolio