Capital Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Capital Wealth Management, LLC
- $208 Million
- Q1 2024
A detailed history of Capital Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Capital Wealth Management, LLC holds 330,441 shares of FNDF stock, worth $11.6 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
330,441
Previous 304,425
8.55%
Holding current value
$11.6 Million
Previous $10.3 Million
14.6%
% of portfolio
5.64%
Previous 5.24%
Shares
26 transactions
Others Institutions Holding FNDF
# of Institutions
536Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.7 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$525 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$359 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$293 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$227 Million0.06% of portfolio