Soa Wealth Advisors, Llc. Schwab Fundamental Intl Large Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 310,697 shares of FNDF stock, worth $11.5 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
310,697
Previous 316,945
1.97%
Holding current value
$11.5 Million
Previous $10.5 Million
7.59%
% of portfolio
1.33%
Previous 1.98%
Shares
18 transactions
Others Institutions Holding FNDF
# of Institutions
651Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.48 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$598 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio