Cliftonlarsonallen Wealth Advisors, LLC Schwab Fundamental Intl Large Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 12,650 shares of FNDF stock, worth $566,593. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,650
Previous 14,850
14.81%
Holding current value
$566,593
Previous $594,000
8.59%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding FNDF
# of Institutions
762Shares Held
310MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC18.5MShares$827 Million1.26% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio