Concurrent Investment Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 142,948 shares of FNDE stock, worth $4.87 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
142,948
Previous 138,947
2.88%
Holding current value
$4.87 Million
Previous $4.28 Billion
10.26%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding FNDE
# of Institutions
412Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.14 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$109 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.7 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio