Access Financial Services, Inc. Schwab Fundamental Emerging Mk Transaction History
Access Financial Services, Inc.
- $207 Million
- Q3 2025
A detailed history of Access Financial Services, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Access Financial Services, Inc. holds 148,588 shares of FNDE stock, worth $5.56 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
148,588
Previous 151,920
2.19%
Holding current value
$5.56 Million
Previous $5.01 Million
7.14%
% of portfolio
2.59%
Previous 2.86%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
434Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.56 Billion0.73% of portfolio
-
Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
-
Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio