Selective Wealth Management, Inc. Schwab Fundamental Intl Large Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 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 $331,257. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,088
Previous 9,088
-0.0%
Holding current value
$331,257
Previous $339,000
11.21%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares 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