Morris Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,395 shares of FNDF stock, worth $260,156. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,395
Previous 7,382
0.18%
Holding current value
$260,156
Previous $275,000
10.91%
% of portfolio
0.11%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
608Shares Held
302MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.21 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$590 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$380 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$294 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.12MShares$215 Million0.05% of portfolio