Uma Financial Services, Inc. Schwab Fundamental Intl Large Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,097 shares of FNDF stock, worth $49,134. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,097
Previous 1,167
6.0%
Holding current value
$49,134
Previous $46,000
2.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares 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, LLC18.5MShares$827 Million1.26% 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