Tempus Wealth Planning, LLC Schwab Fundamental Intl Large Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 53,916 shares of FNDF stock, worth $2.41 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
53,916
Previous 48,503
11.16%
Holding current value
$2.41 Million
Previous $1.94 Million
19.32%
% of portfolio
0.6%
Previous 0.54%
Shares
12 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