Kingswood Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 42,767 shares of FNDF stock, worth $1.92 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
42,767
Previous 24,231
76.5%
Holding current value
$1.92 Million
Previous $970 Million
89.46%
% of portfolio
0.11%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
310MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC18.5MShares$827 Million1.26% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio