Iht Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Iht Wealth Management, LLC holds 68,696 shares of FNDF stock, worth $2.39 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
68,696
Previous 36,454
88.45%
Holding current value
$2.39 Million
Previous $1.28 Million
101.18%
% of portfolio
0.07%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
601Shares Held
300MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.15 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$583 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$376 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$290 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$220 Million0.05% of portfolio