Mark Sheptoff Financial Planning, LLC Schwab Fundamental Intl Large Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 185 shares of FNDF stock, worth $8,286. This represents 0.0% of its overall portfolio holdings.
Number of Shares
185Holding current value
$8,286% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
310MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
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Wealth Enhancement Advisory Services, LLC18.5MShares$827 Million1.26% of portfolio
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Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
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Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
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Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio