Moneta Group Investment Advisors LLC Schwab Fundamental Intl Large Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 62,647 shares of FNDF stock, worth $2.32 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
62,647
Previous 58,267
7.52%
Holding current value
$2.32 Million
Previous $2.18 Million
4.46%
% of portfolio
0.03%
Previous 0.02%
Shares
4 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