Beacon Pointe Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 34,068 shares of FNDE stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,068
Previous 36,825
7.49%
Holding current value
$1.01 Million
Previous $999,000
5.41%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding FNDE
# of Institutions
318Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.72 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$111 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$81 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$78.5 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$78 Million0.14% of portfolio