Mc Grath & Associates, Inc. Schwab Fundamental Emerging Mk Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 47,703 shares of FNDE stock, worth $1.44 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
47,703
Previous 52,529
9.19%
Holding current value
$1.44 Million
Previous $1.53 Billion
3.72%
% of portfolio
2.68%
Previous 3.08%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
387Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.66 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$96.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$70.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$60.8 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$53 Million2.57% of portfolio