Warren Averett Asset Management, LLC Schwab Fundamental Intl Large Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,649 shares of FNDF stock, worth $353,653. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,649
Previous 9,577
11.19%
Holding current value
$353,653
Previous $335,000
18.51%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
591Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.58 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$553 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$359 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$277 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$210 Million0.05% of portfolio