Northwest Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Northwest Wealth Management, LLC
- $361 Million
- Q1 2024
A detailed history of Northwest Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 32,585 shares of FNDF stock, worth $1.14 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
32,585
Previous 50,760
35.81%
Holding current value
$1.14 Million
Previous $1.71 Million
32.24%
% of portfolio
0.32%
Previous 0.52%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
536Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.7 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$525 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$359 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$293 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$227 Million0.06% of portfolio