Modern Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Modern Wealth Management, LLC holds 28,140 shares of FNDF stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,140
Previous 35,591
20.94%
Holding current value
$1.22 Million
Previous $1.29 Million
12.44%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
726Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$736 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$423 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$364 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio