Cliftonlarsonallen Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 14,850 shares of FNDF stock, worth $615,532. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,850
Previous 14,918
0.46%
Holding current value
$615,532
Previous $543,000
9.39%
% of portfolio
0.01%
Previous 0.01%
Shares
24 transactions
Others Institutions Holding FNDF
# of Institutions
693Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$6.18 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$701 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$402 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$346 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$269 Million0.02% of portfolio