Exencial Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 699,367 shares of FNDF stock, worth $25.8 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
699,367
Previous 700,528
0.17%
Holding current value
$25.8 Million
Previous $26.2 Million
11.28%
% of portfolio
0.87%
Previous 0.96%
Shares
22 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