Tempus Wealth Planning, LLC Schwab Fundamental Intl Large Transaction History
Tempus Wealth Planning, LLC
- $303 Million
- Q1 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 45,889 shares of FNDF stock, worth $1.79 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
45,889
Previous 43,797
4.78%
Holding current value
$1.79 Million
Previous $1.45 Million
14.03%
% of portfolio
0.55%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding FNDF
# of Institutions
661Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.81 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$630 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$443 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$253 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$234 Million0.05% of portfolio