Simplicity Wealth,Llc Schwab Fundamental Intl Large Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,053 shares of FNDF stock, worth $226,323. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,053
Previous 28,670
82.38%
Holding current value
$226,323
Previous $1.15 Million
81.08%
% of portfolio
0.01%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
757Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio