Mission Wealth Management, LP Schwab Fundamental Intl Large Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mission Wealth Management, LP holds 14,387 shares of FNDF stock, worth $511,601. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,387
Previous 14,500
0.78%
Holding current value
$511,601
Previous $541,000
11.83%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
633Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.26 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$596 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$398 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$330 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio