Diversify Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 62,886 shares of FNDF stock, worth $2.32 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
62,886
Previous 54,545
15.29%
Holding current value
$2.32 Million
Previous $1.95 Billion
6.37%
% of portfolio
0.16%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.45 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$617 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$412 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$342 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$230 Million0.01% of portfolio