Synergy Investment Management, LLC Schwab Fundamental Intl Large Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
A detailed history of Synergy Investment Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Synergy Investment Management, LLC holds 7,445 shares of FNDF stock, worth $324,006. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,445
Previous 4,163
78.84%
Holding current value
$324,006
Previous $150 Million
98.04%
% of portfolio
0.18%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
738Shares Held
310MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.38 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$776 Million1.25% 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