Birchcreek Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Birchcreek Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 8,783 shares of FNDF stock, worth $313,553. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,783
Previous 18,479
52.47%
Holding current value
$313,553
Previous $658,000
53.34%
% of portfolio
0.18%
Previous 0.35%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
571Shares Held
291MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.87 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$595 Million1.4% of portfolio
-
Regions Financial Corp10.4MShares$369 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$228 Million0.06% of portfolio