Ae Wealth Management LLC Schwab Fundamental Intl Large Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
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 9,335 shares of FNDF stock, worth $418,114. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,335
Previous 9,209
1.37%
Holding current value
$418,114
Previous $368,000
8.97%
% of portfolio
0.0%
Previous 0.0%
Shares
14 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, LLC18.5MShares$827 Million1.26% 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