Eq Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Eq Wealth Advisors, LLC
- $147 Billion
- Q2 2025
A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 63,320 shares of FNDE stock, worth $2.16 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
63,320
Previous 64,028
1.11%
Holding current value
$2.16 Million
Previous $1.97 Billion
5.99%
% of portfolio
1.42%
Previous 1.57%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
412Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$85 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$76.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$75.5 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio