Stone Point Wealth LLC Schwab Fundamental Intl Large Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Stone Point Wealth LLC holds 23,050 shares of FNDF stock, worth $840,172. This represents 0.26% of its overall portfolio holdings.
Number of Shares
23,050
Previous 23,176
0.54%
Holding current value
$840,172
Previous $866,000
11.66%
% of portfolio
0.26%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.4 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$654 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$339 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio