Cabot Wealth Management Inc Schwab Fundamental Intl Large Transaction History
Cabot Wealth Management Inc
- $794 Million
- Q3 2024
A detailed history of Cabot Wealth Management Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cabot Wealth Management Inc holds 532,791 shares of FNDF stock, worth $18.5 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
532,791
Previous 530,093
0.51%
Holding current value
$18.5 Million
Previous $18.6 Million
7.22%
% of portfolio
2.51%
Previous 2.44%
Shares
29 transactions
Others Institutions Holding FNDF
# of Institutions
589Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.79 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.7MShares$578 Million1.4% of portfolio
-
Regions Financial Corp10.8MShares$375 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$290 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$220 Million0.05% of portfolio