Roger Wittlin Investment Advisory, LLC Schwab Fundamental Intl Large Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 22,852 shares of FNDF stock, worth $814,445. This represents 0.52% of its overall portfolio holdings.
Number of Shares
22,852
Previous 22,795
0.25%
Holding current value
$814,445
Previous $811,000
1.36%
% of portfolio
0.52%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
281MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.78 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$564 Million1.38% of portfolio
-
Regions Financial Corp10.2MShares$365 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$231 Million0.06% of portfolio