Cabot Wealth Management Inc Schwab Fundamental Intl Large Transaction History
Cabot Wealth Management Inc
- $760 Million
- Q2 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 530,093 shares of FNDF stock, worth $19.3 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
530,093
Previous 566,142
6.37%
Holding current value
$19.3 Million
Previous $20.2 Million
7.89%
% of portfolio
2.44%
Previous 2.64%
Shares
28 transactions
Others Institutions Holding FNDF
# of Institutions
562Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA136MShares$4.97 Billion0.92% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$577 Million1.38% of portfolio
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Regions Financial Corp10.4MShares$377 Million2.76% of portfolio
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Auto Owners Insurance CO Lansing, MI8.35MShares$304 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$233 Million0.06% of portfolio