Kaizen Financial Strategies Schwab Fundamental Intl Large Transaction History
Kaizen Financial Strategies
- $165 Million
- Q4 2024
A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Kaizen Financial Strategies holds 118,068 shares of FNDF stock, worth $4.37 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
118,068
Previous 126,928
6.98%
Holding current value
$4.37 Million
Previous $4.74 Million
17.33%
% of portfolio
2.37%
Previous 2.85%
Shares
15 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.47 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$664 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio