Etesian Wealth Advisors, Inc. Schwab Fundamental Emerging Mk Transaction History
Etesian Wealth Advisors, Inc.
- $232 Billion
- Q1 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 60,291 shares of FNDE stock, worth $1.89 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
60,291
Previous 44,420
35.73%
Holding current value
$1.89 Million
Previous $1.29 Billion
43.91%
% of portfolio
0.8%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.82 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio