Plan A Wealth LLC Schwab Fundamental Intl Large Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Plan A Wealth LLC holds 7,089 shares of FNDF stock, worth $311,277. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,089
Previous 6,382
11.08%
Holding current value
$311,277
Previous $255 Million
19.24%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
741Shares Held
311MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.44 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$783 Million1.25% of portfolio
-
Regions Financial Corp9.71MShares$426 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$367 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$305 Million0.02% of portfolio