Bogart Wealth, LLC Schwab Fundamental Emerging Mk Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,780,920 shares of FNDE stock, worth $60.6 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
1,780,920
Previous 1,759,586
1.21%
Holding current value
$60.6 Million
Previous $54.2 Million
8.47%
% of portfolio
2.53%
Previous 2.57%
Shares
14 transactions
Others Institutions Holding FNDE
# of Institutions
414Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$85 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$76.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$75.5 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A61.75MShares$59.6 Million0.11% of portfolio