Asset Dedication, LLC Schwab Fundamental Emerging Mk Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 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 210,451 shares of FNDE stock, worth $7.61 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
210,451
Previous 211,779
0.63%
Holding current value
$7.61 Million
Previous $6.52 Million
6.5%
% of portfolio
0.52%
Previous 0.54%
Shares
32 transactions
Others Institutions Holding FNDE
# of Institutions
422Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$64.4 Million2.53% of portfolio