Wealthspan Partners, LLC Schwab Fundamental Intl Large Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealthspan Partners, LLC holds 89,058 shares of FNDF stock, worth $3.26 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
89,058
Previous 104,304
14.62%
Holding current value
$3.26 Million
Previous $3.9 Million
24.12%
% of portfolio
1.45%
Previous 1.97%
Shares
13 transactions
Others Institutions Holding FNDF
# of Institutions
635Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.42 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$614 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$410 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$340 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$229 Million0.01% of portfolio