Capital Advisors Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 771,340 shares of FNDF stock, worth $28.5 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
771,340
Previous 581,552
32.63%
Holding current value
$28.5 Million
Previous $19.3 Million
44.34%
% of portfolio
4.97%
Previous 3.47%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
651Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.48 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$598 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
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Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio