Southern Wealth Management, LLP Schwab Fundamental Intl Large Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Southern Wealth Management, LLP holds 13,360 shares of FNDF stock, worth $475,081. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,360
Previous 9,290
43.81%
Holding current value
$475,081
Previous $270,000
54.44%
% of portfolio
0.16%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding FNDF
# of Institutions
633Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.26 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$596 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$398 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$330 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio