Zrc Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 37,486 shares of FNDF stock, worth $1.39 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
37,486
Previous 36,805
1.85%
Holding current value
$1.39 Million
Previous $1.38 Billion
9.49%
% of portfolio
0.53%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.47 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$664 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio