Mbe Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 11,604 shares of FNDF stock, worth $412,638. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,604
Previous 16,756
30.75%
Holding current value
$412,638
Previous $626,000
38.5%
% of portfolio
0.23%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding FNDF
# of Institutions
633Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.26 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$596 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$398 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$330 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$222 Million0.01% of portfolio