Occidental Asset Management, LLC Schwab Fundamental Intl Large Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
A detailed history of Occidental Asset Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Occidental Asset Management, LLC holds 79,928 shares of FNDF stock, worth $2.85 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
79,928
Previous 72,268
10.6%
Holding current value
$2.85 Million
Previous $2.7 Million
1.7%
% of portfolio
0.42%
Previous 0.44%
Shares
7 transactions
Others Institutions Holding FNDF
# of Institutions
633Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.27 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$597 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$399 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$331 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio