Roger Wittlin Investment Advisory, LLC Schwab Fundamental Intl Large Transaction History
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 23,033 shares of FNDF stock, worth $800,857. This represents 0.5% of its overall portfolio holdings.
Number of Shares
23,033
Previous 22,852
0.79%
Holding current value
$800,857
Previous $800,000
7.5%
% of portfolio
0.5%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
601Shares Held
300MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.15 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$583 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$376 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$290 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$220 Million0.05% of portfolio