Modern Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 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 35,591 shares of FNDF stock, worth $1.44 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,591
Previous 34,581
2.92%
Holding current value
$1.44 Million
Previous $1.25 Billion
99.9%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
681Shares Held
297MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$6.01 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$683 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$392 Million2.73% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$261 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$242 Million0.05% of portfolio