Asset Allocation Strategies LLC Schwab Fundamental Emerging Mk Transaction History
Asset Allocation Strategies LLC
- $402 Billion
- Q1 2025
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 54,486 shares of FNDE stock, worth $1.83 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
54,486
Previous 50,188
8.56%
Holding current value
$1.83 Million
Previous $1.53 Billion
9.92%
% of portfolio
0.42%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
410Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.09 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$108 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$78.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$67.9 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$59.9 Million2.53% of portfolio