Creative One Wealth, LLC Schwab Fundamental Intl Large Transaction History

Creative One Wealth, LLC

$2.51 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	N/A	-6,588 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	N/A	6,588 New	6,588 $219,000
Q2 2019 Aug 15, 2019	SELL	N/A	-19,000 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	19,000 New	19,000 $524,000

Others Institutions Holding FNDF

# of Institutions

536

Shares Held

279M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

134M
Shares

$4.7 Billion
6.56% of portfolio
Wealth Enhancement Advisory Services, LLC

15M
Shares

$525 Million
1.44% of portfolio
Regions Financial Corp

10.2M
Shares

$359 Million
2.77% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$293 Million
7.9% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$227 Million
0.06% of portfolio

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