Wealth Care Investment Partners, LLC Schwab Fundamental Intl Large Transaction History
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 152,463 shares of FNDF stock, worth $5.26 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
152,463
Previous 155,498
1.95%
Holding current value
$5.26 Million
Previous $5.45 Million
4.59%
% of portfolio
2.59%
Previous 2.64%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
594Shares Held
290MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.76 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$578 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