Simon Quick Advisors, LLC Schwab Fundamental Intl Large Transaction History
Simon Quick Advisors, LLC
- $1.73 Billion
- Q1 2025
A detailed history of Simon Quick Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 5,999 shares of FNDF stock, worth $214,824. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,999
Previous 6,208
3.37%
Holding current value
$214,824
Previous $206,000
5.83%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
643Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.3 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$579 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$401 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$333 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$224 Million0.01% of portfolio