Wealth Forward, LLC Schwab Fundamental Emerging Mk Transaction History
Wealth Forward, LLC
- $128 Billion
- Q2 2024
A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Wealth Forward, LLC holds 156,198 shares of FNDE stock, worth $5.22 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
156,198
Previous 156,223
0.02%
Holding current value
$5.22 Million
Previous $4.34 Billion
6.5%
% of portfolio
3.61%
Previous 3.41%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
334Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA125MShares$4.17 Billion0.71% of portfolio
-
Victory Capital Management Inc3.7MShares$124 Million0.11% of portfolio
-
1832 Asset Management L.P. Toronto, A62.36MShares$79 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.02MShares$67.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.96MShares$65.7 Million0.01% of portfolio