Oxford Financial Group LTD Schwab Fundamental Intl Large Transaction History
Oxford Financial Group LTD
- $1.54 Billion
- Q4 2024
A detailed history of Oxford Financial Group LTD transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Oxford Financial Group LTD holds 8,695 shares of FNDF stock, worth $321,888. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,695
Previous 8,695
-0.0%
Holding current value
$321,888
Previous $324,000
11.11%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.48 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$621 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio