American Financial & Tax Strategies Inc Schwab Fundamental Intl Large Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 99,773 shares of FNDF stock, worth $3.57 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
99,773
Previous 100,083
0.31%
Holding current value
$3.57 Million
Previous $3.74 Million
11.42%
% of portfolio
1.76%
Previous 1.95%
Shares
5 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