Creative Capital Management Investments LLC Schwab Fundamental Intl Large Transaction History

Creative Capital Management Investments LLC

$220 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 22, 2024	BUY	$31.51 - $33.54 $1,323 - $1,408	42 New	42 $1,000
Q3 2023 Oct 25, 2023	BUY	$31.51 - $33.54 $1,323 - $1,408	42 New	42 $1,000

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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