Capital Advantage, Inc. Schwab Fundamental Intl Large Transaction History
Capital Advantage, Inc.
- $547 Million
- Q4 2024
A detailed history of Capital Advantage, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Capital Advantage, Inc. holds 1,354,253 shares of FNDF stock, worth $49.9 Million. This represents 8.23% of its overall portfolio holdings.
Number of Shares
1,354,253
Previous 1,426,627
5.07%
Holding current value
$49.9 Million
Previous $53.3 Million
15.64%
% of portfolio
8.23%
Previous 10.26%
Shares
9 transactions
Others Institutions Holding FNDF
# of Institutions
638Shares Held
307MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.45 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$617 Million1.21% of portfolio
-
Regions Financial Corp11.2MShares$412 Million2.75% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.29MShares$342 Million7.17% of portfolio
-
Morgan Stanley New York, NY6.25MShares$230 Million0.01% of portfolio