Access Financial Services, Inc. Schwab Fundamental Emerging Mk Transaction History
Access Financial Services, Inc.
- $175 Million
- Q2 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 151,920 shares of FNDE stock, worth $5.17 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
151,920
Previous 153,537
1.05%
Holding current value
$5.17 Million
Previous $4.72 Million
6.14%
% of portfolio
2.86%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
412Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.14 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$109 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.7 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio