Wade Financial Advisory, Inc Schwab Fundamental Intl Large Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 34,846 shares of FNDF stock, worth $1.2 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
34,846
Previous 34,609
0.68%
Holding current value
$1.2 Million
Previous $1.29 Million
10.52%
% of portfolio
0.39%
Previous 0.44%
Shares
16 transactions
Others Institutions Holding FNDF
# of Institutions
595Shares Held
290MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.75 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$577 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$372 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$288 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$218 Million0.05% of portfolio