Bison Wealth, LLC Schwab Fundamental Intl Large Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
621Shares Held
304MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.28 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$598 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$399 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$332 Million7.17% of portfolio
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Morgan Stanley New York, NY6.25MShares$223 Million0.01% of portfolio