Avantax Planning Partners, Inc. Schwab Fundamental Emerging Mk Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-588 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	588 New	588 $17,000
Q2 2018 Aug 13, 2018	SELL	N/A	-88 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	88 New	88 $3,000

Others Institutions Holding FNDE

# of Institutions

319

Shares Held

165M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

125M
Shares

$3.77 Billion
4.76% of portfolio
Victory Capital Management Inc

3.73M
Shares

$112 Million
0.11% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.72M
Shares

$82.1 Million
5.36% of portfolio
Unison Advisors LLC

2.64M
Shares

$79.6 Million
7.24% of portfolio
1832 Asset Management L.P. Toronto, A6

2.62M
Shares

$79.1 Million
0.14% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

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