Exencial Wealth Advisors, LLC Schwab Fundamental Intl Large Call Options Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDF

# of Institutions

621

Shares Held

304M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

148M
Shares

$5.28 Billion
0.93% of portfolio
Wealth Enhancement Advisory Services, LLC

16.8M
Shares

$598 Million
1.21% of portfolio
Regions Financial Corp

11.2M
Shares

$399 Million
2.75% of portfolio
Auto Owners Insurance CO Lansing, MI

9.29M
Shares

$332 Million
7.17% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$223 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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