Bell Investment Advisors, Inc Schwab Fundamental Emerging Mk Transaction History
Bell Investment Advisors, Inc
- $510 Million
- Q1 2024
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 219,173 shares of FNDE stock, worth $6.52 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
219,173
Previous 217,215
0.9%
Holding current value
$6.52 Million
Previous $5.9 Million
3.21%
% of portfolio
1.19%
Previous 1.21%
Shares
10 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