Clearview Wealth Advisors LLC Schwab Fundamental Intl Large Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 44,345 shares of FNDF stock, worth $1.64 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
44,345
Previous 42,142
5.23%
Holding current value
$1.64 Million
Previous $1.57 Million
6.48%
% of portfolio
1.13%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
639Shares Held
308MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.47 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC18MShares$664 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