Morris Financial Concepts, Inc. Schwab Fundamental Intl Large Put Options Transaction History

Morris Financial Concepts, Inc.

$247 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDF

# of Institutions

685

Shares Held

305M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$6.04 Billion
1.03% of portfolio
Wealth Enhancement Advisory Services, LLC

16.9M
Shares

$685 Million
1.22% of portfolio
Regions Financial Corp

9.71M
Shares

$393 Million
2.73% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$338 Million
7.68% of portfolio
Bank Of America Corp Charlotte, NC

6.48M
Shares

$262 Million
0.02% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.