Cliftonlarsonallen Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 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 14,918 shares of FNDF stock, worth $582,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,918
Previous 18,305
18.5%
Holding current value
$582,100
Previous $607,000
10.54%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding FNDF
# of Institutions
661Shares Held
296MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.81 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$630 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$443 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.48MShares$253 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6MShares$234 Million0.05% of portfolio