Oxford Financial Group LTD Schwab Fundamental Intl Large Transaction History
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
A detailed history of Oxford Financial Group LTD transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Oxford Financial Group LTD holds 8,695 shares of FNDF stock, worth $298,847. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,695
Previous 8,695
-0.0%
Holding current value
$298,847
Previous $304,000
6.58%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
586Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.74 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$576 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$371 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$287 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$217 Million0.05% of portfolio