Bell Investment Advisors, Inc Schwab Fundamental Emerging Mk Transaction History
Bell Investment Advisors, Inc
- $574 Million
- Q2 2025
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 220,443 shares of FNDE stock, worth $7.97 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
220,443
Previous 222,223
0.8%
Holding current value
$7.97 Million
Previous $6.84 Million
6.31%
% of portfolio
1.27%
Previous 1.27%
Shares
15 transactions
Others Institutions Holding FNDE
# of Institutions
429Shares 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, LLC1.77MShares$64.1 Million2.61% of portfolio