Pacific Capital Wealth Advisors, Inc Schwab Fundamental Intl Large Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 31,335 shares of FNDF stock, worth $1.16 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,335
Previous 5,154
507.97%
Holding current value
$1.16 Million
Previous $171,000
567.84%
% of portfolio
0.2%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNDF
# of Institutions
651Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.48 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$598 Million1.2% of portfolio
-
Regions Financial Corp11.2MShares$414 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$344 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$231 Million0.01% of portfolio