Zrc Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 37,544 shares of FNDF stock, worth $1.34 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
37,544
Previous 37,398
0.39%
Holding current value
$1.34 Million
Previous $1.18 Billion
12.88%
% of portfolio
0.67%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.78 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$534 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$365 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$231 Million0.06% of portfolio