Pacific Capital Wealth Advisors, Inc Schwab Fundamental Intl Large Transaction History
Pacific Capital Wealth Advisors, Inc
- $544 Million
- Q2 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 28,674 shares of FNDF stock, worth $1.23 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
28,674
Previous 31,335
8.49%
Holding current value
$1.23 Million
Previous $1.14 Million
0.44%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
716Shares Held
311MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.28 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.9MShares$725 Million1.22% of portfolio
-
Regions Financial Corp9.71MShares$416 Million2.73% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$358 Million7.68% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$297 Million0.02% of portfolio