Synergy Investment Management, LLC Schwab Fundamental Intl Large Transaction History
Synergy Investment Management, LLC
- $262 Billion
- Q3 2025
A detailed history of Synergy Investment Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Synergy Investment Management, LLC holds 9,249 shares of FNDF stock, worth $414,262. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,249
Previous 7,445
24.23%
Holding current value
$414,262
Previous $298 Million
33.35%
% of portfolio
0.15%
Previous 0.18%
Shares
3 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