Cliftonlarsonallen Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
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 17,316 shares of FNDF stock, worth $569,869. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,316
Previous 15,442
12.14%
Holding current value
$569,869
Previous $540,000
19.81%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding FNDF
# of Institutions
594Shares Held
289MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA138MShares$4.54 Billion1.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$552 Million1.21% of portfolio
-
Regions Financial Corp10.8MShares$356 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$275 Million7.75% of portfolio
-
Wells Fargo & Company San Francisco, CA6.32MShares$208 Million0.05% of portfolio