Whipplewood Advisors, LLC Schwab Fundamental Intl Large Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 63,099 shares of FNDF stock, worth $2.83 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
63,099
Previous 62,965
0.21%
Holding current value
$2.83 Million
Previous $2.52 Billion
7.57%
% of portfolio
1.78%
Previous 1.38%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
758Shares 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