Modern Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 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 33,595 shares of FNDF stock, worth $1.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,595
Previous 34,640
3.02%
Holding current value
$1.5 Million
Previous $1.39 Million
104029.08%
% of portfolio
0.03%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares 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