Phillips Financial Management, LLC Schwab Fundamental Intl Large Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Phillips Financial Management, LLC holds 296 shares of FNDF stock, worth $12,881. This represents 0.0% of its overall portfolio holdings.
Number of Shares
296
Previous 296
-0.0%
Holding current value
$12,881
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
728Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$736 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$423 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$364 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio