Etesian Wealth Advisors, Inc. Schwab Fundamental Emerging Mk Transaction History
Etesian Wealth Advisors, Inc.
- $303 Billion
- Q3 2025
A detailed history of Etesian Wealth Advisors, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 108,233 shares of FNDE stock, worth $3.91 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
108,233
Previous 87,350
23.91%
Holding current value
$3.91 Million
Previous $2.88 Billion
35.73%
% of portfolio
1.29%
Previous 1.08%
Shares
6 transactions
Others Institutions Holding FNDE
# of Institutions
427Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$64.4 Million2.53% of portfolio