Sutton Wealth Advisors Inc. Schwab Fundamental Intl Large Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Nov 07, 2023	SELL	N/A	-108 Closed	0 $0
Q4 2021 Nov 07, 2023	BUY	N/A	108 New	108 $3.5 Million
Q3 2021 Nov 07, 2023	SELL	N/A	0 Closed	0 $0
Q2 2021 Nov 07, 2023	BUY	N/A	0 New	0 $0

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

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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