Patriot Financial Group Insurance Agency, LLC Schwab Fundamental Intl Large Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	BUY	$29.41 - $32.7 $7,881 - $8,763	268 Added 76.57%	618 $20,000
Q1 2020 Apr 15, 2020	BUY	$18.2 - $29.21 $6,370 - $10,223	350 New	350 $7,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.6 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$555 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$360 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$279 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$211 Million
0.05% of portfolio

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