Principia Wealth Advisory, LLC Schwab Fundamental Intl Large Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 59,313 shares of FNDF stock, worth $2.66 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
59,313
Previous 64,846
8.53%
Holding current value
$2.66 Million
Previous $2.24 Billion
5.79%
% of portfolio
2.01%
Previous 2.15%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC18.5MShares$827 Million1.26% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio