Mc Kinley Carter Wealth Services, Inc. Schwab Fundamental Intl Large Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 923,401 shares of FNDF stock, worth $30.7 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
923,401
Previous 766,600
20.45%
Holding current value
$30.7 Million
Previous $26.9 Million
28.5%
% of portfolio
2.13%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
591Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.58 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$553 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$359 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$277 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$210 Million0.05% of portfolio