Cary Street Partners Investment Advisory LLC Schwab Fundamental Intl Large Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$31.51 - $33.54 $5,860 - $6,238	186 Added 14.27%	1,489 $47,000
Q4 2022 Feb 14, 2023	BUY	$25.2 - $30.35 $32,835 - $39,546	1,303 New	1,303 $37,000

Others Institutions Holding FNDF

# of Institutions

589

Shares Held

289M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.79 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$578 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$375 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$290 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$220 Million
0.05% of portfolio

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