Whipplewood Advisors, LLC Schwab Fundamental Intl Large Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 62,965 shares of FNDF stock, worth $2.61 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
62,965
Previous 61,177
2.92%
Holding current value
$2.61 Million
Previous $2.37 Billion
6.53%
% of portfolio
1.38%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
699Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.08 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$701 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$402 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$346 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$269 Million0.02% of portfolio