Simplicity Wealth,Llc Schwab Fundamental Intl Large Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Simplicity Wealth,Llc holds 28,670 shares of FNDF stock, worth $1.25 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,670
Previous 13,266
116.12%
Holding current value
$1.25 Million
Previous $483,000
137.47%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
728Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$736 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$423 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$364 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$302 Million0.02% of portfolio