Graves Light Lenhart Wealth, Inc. Schwab Fundamental Intl Large Transaction History

Graves Light Lenhart Wealth, Inc.

$801 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 12, 2021	SELL	$32.42 - $34.94 $32,549 - $35,079	-1,004 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$29.41 - $32.7 $29,527 - $32,830	1,004 New	1,004 $32,000

Others Institutions Holding FNDF

# of Institutions

589

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.77 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$579 Million
1.21% of portfolio
Regions Financial Corp

10.8M
Shares

$374 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$289 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$219 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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