Wambolt & Associates, LLC Schwab Fundamental Intl Large Transaction History
Wambolt & Associates, LLC
- $366 Million
- Q3 2024
A detailed history of Wambolt & Associates, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wambolt & Associates, LLC holds 65,244 shares of FNDF stock, worth $2.27 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
65,244
Previous 117,818
44.62%
Holding current value
$2.27 Million
Previous $4.13 Million
40.93%
% of portfolio
0.67%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
589Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.79 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$578 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$375 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$290 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$220 Million0.05% of portfolio