Exencial Wealth Advisors, LLC Schwab Fundamental Emerging Mk Call Options Transaction History

Exencial Wealth Advisors, LLC

$2.72 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDE

# of Institutions

338

Shares Held

163M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

124M
Shares

$3.61 Billion
0.78% of portfolio
Victory Capital Management Inc

3.7M
Shares

$108 Million
0.12% of portfolio
1832 Asset Management L.P. Toronto, A6

2.47M
Shares

$72.1 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$61.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.91M
Shares

$55.7 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.