Cape Investment Advisory, Inc. Schwab Fundamental Emerging Mk Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 28,599 shares of FNDE stock, worth $908,018. This represents 0.35% of its overall portfolio holdings.
Number of Shares
28,599
Previous 28,664
0.23%
Holding current value
$908,018
Previous $833 Million
5.78%
% of portfolio
0.35%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.86 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$102 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$74.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$64.1 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.9 Million2.57% of portfolio