Asset Dedication, LLC Schwab Fundamental Emerging Mk Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Asset Dedication, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Asset Dedication, LLC holds 211,779 shares of FNDE stock, worth $7.14 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
211,779
Previous 235,641
10.13%
Holding current value
$7.14 Million
Previous $6.85 Million
4.72%
% of portfolio
0.54%
Previous 0.55%
Shares
31 transactions
Others Institutions Holding FNDE
# of Institutions
405Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.11 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$108 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.1 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.1 Million2.53% of portfolio