Bartlett & Co. Wealth Management LLC Schwab Fundamental Intl Large Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,114 shares of FNDF stock, worth $40,605. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,114
Previous 1,114
-0.0%
Holding current value
$40,605
Previous $41.6 Million
11.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio