Selective Wealth Management, Inc. Schwab Fundamental Intl Large Transaction History
Selective Wealth Management, Inc.
- $223 Million
- Q2 2024
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 $341,345. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,088
Previous 9,008
0.89%
Holding current value
$341,345
Previous $320,000
0.63%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
563Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$5.12 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$594 Million1.38% of portfolio
-
Regions Financial Corp10.4MShares$389 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$314 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$240 Million0.06% of portfolio