Collective Family Office LLC Schwab Fundamental Intl Large Transaction History
Collective Family Office LLC
- $365 Million
- Q1 2025
A detailed history of Collective Family Office LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Collective Family Office LLC holds 253,162 shares of FNDF stock, worth $9.23 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
253,162
Previous 236,501
7.04%
Holding current value
$9.23 Million
Previous $7.85 Million
17.48%
% of portfolio
2.53%
Previous 2.18%
Shares
16 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