Selective Wealth Management, Inc. Schwab Fundamental Intl Large Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 9,088 shares of FNDF stock, worth $325,441. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,088
Previous 9,088
-0.0%
Holding current value
$325,441
Previous $301,000
9.97%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
644Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.3 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$579 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$401 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$333 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$224 Million0.01% of portfolio