Ae Wealth Management LLC Schwab Fundamental Intl Large Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,839 shares of FNDF stock, worth $244,904. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,839
Previous 10,729
36.26%
Holding current value
$244,904
Previous $400,000
43.25%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding FNDF
# of Institutions
644Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.3 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$579 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$401 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$333 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$224 Million0.01% of portfolio