Swisher Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History
Swisher Financial Concepts, Inc.
- $81.2 Million
- Q4 2024
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 143,870 shares of FNDF stock, worth $5.24 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
143,870
Previous 252,882
43.11%
Holding current value
$5.24 Million
Previous $9.27 Million
48.46%
% of portfolio
5.88%
Previous 5.84%
Shares
5 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