Values Added Financial LLC Schwab Fundamental Intl Large Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Values Added Financial LLC holds 12,966 shares of FNDF stock, worth $469,498. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,966Holding current value
$469,498% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.36 Billion0.93% of portfolio
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Wealth Enhancement Advisory Services, LLC16.8MShares$607 Million1.21% of portfolio
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Regions Financial Corp11.2MShares$405 Million2.75% of portfolio
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Auto Owners Insurance CO Lansing, MI9.29MShares$336 Million7.17% of portfolio
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Morgan Stanley New York, NY6.25MShares$226 Million0.01% of portfolio