Tortoise Investment Management, LLC Schwab Fundamental Intl Large Transaction History

Tortoise Investment Management, LLC

$905 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	BUY	$31.55 - $34.05 $3,091 - $3,336	98 New	98 $3,000
Q4 2018 Feb 08, 2019	SELL	N/A	-289 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	289 New	289 $9,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.58 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$553 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$359 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$277 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$210 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

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