Seven Springs Wealth Group, LLC Schwab Fundamental Intl Large Transaction History
Seven Springs Wealth Group, LLC
- $254 Million
- Q1 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 391,718 shares of FNDF stock, worth $14 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
391,718
Previous 390,214
0.39%
Holding current value
$14 Million
Previous $13.2 Million
5.99%
% of portfolio
5.49%
Previous 6.07%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.78 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$534 Million1.44% 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