Mc Kinley Carter Wealth Services, Inc. Schwab Fundamental Intl Large Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.72 Billion
- Q2 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 584,198 shares of FNDF stock, worth $25.5 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
584,198
Previous 611,538
4.47%
Holding current value
$25.5 Million
Previous $22.3 Million
4.89%
% of portfolio
1.36%
Previous 1.43%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
716Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.41 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$740 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$425 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$365 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$303 Million0.02% of portfolio