Lifeworks Advisors, LLC Schwab Fundamental Intl Large Transaction History

Lifeworks Advisors, LLC

$496 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$28.1 - $32.52 $25,065 - $29,007	-892 Reduced 10.79%	7,372 $209,000
Q1 2022 May 16, 2022	BUY	$29.7 - $34.12 $245,440 - $281,967	8,264 New	8,264 $266,000

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.6 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$555 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$360 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$278 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$211 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
Sector ETFs
Industry ETFs

More about FNDF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.