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 $32 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
771,340
Previous 581,552 32.63%
Holding current value
$32 Million
Previous $19.3 Million 44.34%
% of portfolio
4.97%
Previous 3.47%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$32.9 - $37.45 $6.24 Million - $7.11 Million
189,788 Added 32.63%
771,340 $27.9 Million
Q4 2024

Jan 14, 2025
SELL
$32.92 - $37.15 $4.44 Million - $5.01 Million
-134,944 Reduced 18.83%
581,552 $19.3 Million
Q3 2024

Oct 15, 2024
BUY
$33.67 - $37.71 $556,396 - $623,157
16,525 Added 2.36%
716,496 $26.8 Million
Q2 2024

Jul 16, 2024
SELL
$34.19 - $36.51 $4.91 Million - $5.25 Million
-143,673 Reduced 17.03%
699,971 $24.5 Million
Q1 2024

Apr 12, 2024
BUY
$32.59 - $35.65 $440,812 - $482,201
13,526 Added 1.63%
843,644 $30 Million
Q4 2023

Jan 08, 2024
BUY
$30.23 - $33.77 $2.58 Million - $2.88 Million
85,306 Added 11.45%
830,118 $28 Million
Q3 2023

Oct 10, 2023
BUY
$31.51 - $33.54 $2.51 Million - $2.67 Million
79,549 Added 11.96%
744,812 $23.6 Million
Q2 2023

Jul 11, 2023
BUY
$30.91 - $33.09 $6.35 Million - $6.79 Million
205,328 Added 44.64%
665,263 $21.5 Million
Q1 2023

Apr 14, 2023
BUY
$29.24 - $31.97 $13.4 Million - $14.7 Million
459,935 New
459,935 $14.4 Million

Others Institutions Holding FNDF

# of Institutions
702
Shares Held
306M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
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