Captrust Financial Advisors Schwab Fundamental Emerging Mk Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
A detailed history of Captrust Financial Advisors transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Captrust Financial Advisors holds 11,281 shares of FNDE stock, worth $385,133. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,281
Previous 11,182
0.89%
Holding current value
$385,133
Previous $324,000
7.1%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding FNDE
# of Institutions
403Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.16 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$110 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$80 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.9 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$60.1 Million2.57% of portfolio