Von Berge Wealth Management Group, LLC Schwab Fundamental Intl Large Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 283,342 shares of FNDF stock, worth $10.3 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
283,342
Previous 282,694
0.23%
Holding current value
$10.3 Million
Previous $10.1 Million
1.4%
% of portfolio
6.35%
Previous 6.51%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
562Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.97 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$577 Million1.38% of portfolio
-
Regions Financial Corp10.4MShares$377 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$304 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$233 Million0.06% of portfolio