Aspire Wealth Management Corp Schwab Fundamental Emerging Mk Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Aspire Wealth Management Corp holds 48,290 shares of FNDE stock, worth $1.52 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
48,290
Previous 48,456
0.34%
Holding current value
$1.52 Million
Previous $1.43 Million
8.8%
% of portfolio
0.89%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.82 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio