Swisher Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History
Swisher Financial Concepts, Inc.
- $109 Million
- Q1 2025
A detailed history of Swisher Financial Concepts, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 80,900 shares of FNDF stock, worth $2.95 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
80,900
Previous 143,870
43.77%
Holding current value
$2.95 Million
Previous $4.78 Million
38.29%
% of portfolio
2.72%
Previous 5.88%
Shares
6 transactions
Others Institutions Holding FNDF
# of Institutions
643Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.39 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$588 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$408 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$338 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$228 Million0.01% of portfolio