Asset Allocation Strategies LLC Schwab Fundamental Emerging Mk Transaction History
Asset Allocation Strategies LLC
- $452 Billion
- Q2 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 60,088 shares of FNDE stock, worth $2.18 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
60,088
Previous 54,486
10.28%
Holding current value
$2.18 Million
Previous $1.68 Billion
18.19%
% of portfolio
0.44%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
414Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.37 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.7 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$81.2 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.5 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$64.7 Million2.53% of portfolio