Clearview Wealth Advisors LLC Schwab Fundamental Emerging Mk Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 11,907 shares of FNDE stock, worth $346,969. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,907
Previous 10,807
10.18%
Holding current value
$346,969
Previous $319,000
20.38%
% of portfolio
0.3%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
338Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA124MShares$3.61 Billion0.78% of portfolio
-
Victory Capital Management Inc3.7MShares$108 Million0.12% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$72.1 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$61.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$55.7 Million0.01% of portfolio