Wealth Plan Partners, LLC Schwab Fundamental Intl Large Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,692 shares of FNDF stock, worth $299,734. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,692
Previous 6,599
1.41%
Holding current value
$299,734
Previous $264,000
8.71%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio