Capital Advisors Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
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 699,971 shares of FNDF stock, worth $25.5 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
699,971
Previous 843,644
17.03%
Holding current value
$25.5 Million
Previous $30 Million
18.38%
% of portfolio
4.86%
Previous 6.24%
Shares
6 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
-
Regions Financial Corp10.4MShares$377 Million2.76% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$304 Million7.81% of portfolio
-
Wells Fargo & Company San Francisco, CA6.39MShares$233 Million0.06% of portfolio