Values Added Financial LLC Schwab Fundamental Intl Large Transaction History
Values Added Financial LLC
- $225 Billion
- Q3 2025
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 12,201 shares of FNDF stock, worth $546,482. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,201
Previous 12,201
-0.0%
Holding current value
$546,482
Previous $488 Million
7.35%
% of portfolio
0.23%
Previous 0.24%
Shares
2 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, 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