Seven Springs Wealth Group, LLC Schwab Fundamental Intl Large Transaction History
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 396,009 shares of FNDF stock, worth $14.4 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
396,009
Previous 396,722
0.18%
Holding current value
$14.4 Million
Previous $14.8 Million
11.29%
% of portfolio
5.05%
Previous 5.55%
Shares
12 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.36 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$607 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$406 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$337 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$226 Million0.01% of portfolio