Access Financial Services, Inc. Schwab Fundamental Emerging Mk Transaction History
Access Financial Services, Inc.
- $192 Million
- Q4 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 161,334 shares of FNDE stock, worth $6.04 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
161,334
Previous 148,588
8.58%
Holding current value
$6.04 Million
Previous $5.37 Million
12.4%
% of portfolio
3.14%
Previous 2.59%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
436Shares 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