Triad Wealth Partners, LLC Schwab Fundamental Intl Large Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 50,466 shares of FNDF stock, worth $2.26 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
50,466
Previous 36,929
36.66%
Holding current value
$2.26 Million
Previous $1.48 Billion
46.7%
% of portfolio
0.28%
Previous 0.3%
Shares
4 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