Allen Capital Group, LLC Schwab Fundamental Emerging Mk Transaction History
Allen Capital Group, LLC
- $864 Million
- Q1 2025
A detailed history of Allen Capital Group, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Allen Capital Group, LLC holds 98,836 shares of FNDE stock, worth $3.16 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
98,836
Previous 96,866
2.03%
Holding current value
$3.16 Million
Previous $2.81 Million
8.21%
% of portfolio
0.35%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.89 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$103 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$74.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$64.6 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$56.3 Million2.57% of portfolio