Mc Grath & Associates, Inc. Schwab Fundamental Emerging Mk Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 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 41,236 shares of FNDE stock, worth $1.43 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
41,236
Previous 47,703
13.56%
Holding current value
$1.43 Million
Previous $1.47 Billion
7.36%
% of portfolio
2.22%
Previous 2.68%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
414Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.19 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$86.8 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$77.8 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$77.1 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$61.9 Million2.53% of portfolio