Comprehensive Financial Consultants Institutional, Inc. Schwab Fundamental Emerging Mk Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$26.69 - $33.2 $1,254 - $1,560	-47 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$30.22 - $33.49 $1,420 - $1,574	47 New	47 $1,000

Others Institutions Holding FNDE

# of Institutions

336

Shares Held

163M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.78 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$113 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$75.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$64.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$58.2 Million
0.01% of portfolio

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