Etesian Wealth Advisors, Inc. Schwab Fundamental Emerging Mk Transaction History
Etesian Wealth Advisors, Inc.
- $268 Billion
- Q2 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 87,350 shares of FNDE stock, worth $2.95 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
87,350
Previous 60,291
44.88%
Holding current value
$2.95 Million
Previous $1.86 Billion
55.28%
% of portfolio
1.08%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding FNDE
# of Institutions
411Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.11 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$108 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.1 Million2.53% of portfolio