Mc Kinley Carter Wealth Services, Inc. Schwab Fundamental Intl Large Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.82 Billion
- Q3 2025
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 571,703 shares of FNDF stock, worth $25.6 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
571,703
Previous 584,198
2.14%
Holding current value
$25.6 Million
Previous $23.4 Million
5.05%
% of portfolio
1.35%
Previous 1.36%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio