Wealthspan Partners, LLC Schwab Fundamental Intl Large Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealthspan Partners, LLC holds 104,304 shares of FNDF stock, worth $3.48 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
104,304
Previous 105,124
0.78%
Holding current value
$3.48 Million
Previous $3.68 Million
5.84%
% of portfolio
1.97%
Previous 2.06%
Shares
12 transactions
Others Institutions Holding FNDF
# of Institutions
591Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.6 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$555 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$360 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$278 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$211 Million0.05% of portfolio