Principia Wealth Advisory, LLC Schwab Fundamental Intl Large Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 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 64,846 shares of FNDF stock, worth $2.36 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
64,846
Previous 59,907
8.24%
Holding current value
$2.36 Million
Previous $1.99 Billion
12.77%
% of portfolio
2.15%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
644Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio