Modern Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
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 109,639 shares of FNDF stock, worth $3.9 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
109,639Holding current value
$3.9 Million% of portfolio
0.13%Shares
1 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
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Wealth Enhancement Advisory Services, LLC16.8MShares$596 Million1.21% of portfolio
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Regions Financial Corp11.2MShares$398 Million2.75% of portfolio
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Auto Owners Insurance CO Lansing, MI9.29MShares$330 Million7.17% of portfolio
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Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio