Consilium Wealth Advisory, LLC Schwab Fundamental Intl Large Transaction History
Consilium Wealth Advisory, LLC
- $207 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
610Shares Held
301MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA148MShares$5.27 Billion0.93% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.8MShares$597 Million1.21% of portfolio
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Regions Financial Corp10.8MShares$385 Million2.92% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$298 Million7.75% of portfolio
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Wells Fargo & Company San Francisco, CA6.12MShares$218 Million0.05% of portfolio