Wr Wealth Planners, LLC Schwab Fundamental Intl Large Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 11,382 shares of FNDF stock, worth $396,662. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,382
Previous 12,083
5.8%
Holding current value
$396,662
Previous $423,000
0.47%
% of portfolio
0.12%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding FNDF
# of Institutions
588Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.81 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$580 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$377 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$291 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$220 Million0.05% of portfolio