Stone Point Wealth LLC Schwab Fundamental Intl Large Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Stone Point Wealth LLC holds 18,552 shares of FNDF stock, worth $830,944. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,552
Previous 21,140
12.24%
Holding current value
$830,944
Previous $846,000
5.91%
% of portfolio
0.23%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio