Asset Allocation Strategies LLC Schwab Fundamental Emerging Mk Transaction History
Asset Allocation Strategies LLC
- $505 Billion
- Q3 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 64,929 shares of FNDE stock, worth $2.43 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
64,929
Previous 60,088
8.06%
Holding current value
$2.43 Million
Previous $1.98 Billion
18.37%
% of portfolio
0.46%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding FNDE
# of Institutions
435Shares 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