Cerro Pacific Wealth Advisors LLC Schwab Fundamental Intl Large Transaction History
Cerro Pacific Wealth Advisors LLC
- $179 Million
- Q1 2023
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 55,766 shares of FNDF stock, worth $2 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
55,766
Previous 54,410
2.49%
Holding current value
$2 Million
Previous $1.58 Million
10.25%
% of portfolio
0.97%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding FNDF
# of Institutions
535Shares Held
279MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.81 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15MShares$538 Million1.44% of portfolio
-
Regions Financial Corp10.2MShares$367 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$299 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$233 Million0.06% of portfolio