Wingate Wealth Advisors, Inc. Schwab Fundamental Intl Large Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 90,674 shares of FNDF stock, worth $3.39 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
90,674
Previous 78,428
15.61%
Holding current value
$3.39 Million
Previous $2.6 Billion
25.81%
% of portfolio
3.77%
Previous 2.56%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
651Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.54 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$604 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$419 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$348 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$234 Million0.01% of portfolio