21 West Wealth Management LLC Schwab Fundamental Emerging Mk Transaction History
21 West Wealth Management LLC
- $99.1 Billion
- Q2 2025
A detailed history of 21 West Wealth Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, 21 West Wealth Management LLC holds 36,768 shares of FNDE stock, worth $1.25 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
36,768Holding current value
$1.25 Million% of portfolio
1.22%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
414Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
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Victory Capital Management Inc3.21MShares$109 Million0.11% of portfolio
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Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.02MShares$68.7 Million0.01% of portfolio
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Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio