Fermata Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Fermata Advisors, LLC holds 105,216 shares of FNDE stock, worth $3.59 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
105,216
Previous 102,861
2.29%
Holding current value
$3.59 Million
Previous $3.17 Million
9.73%
% of portfolio
1.04%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
404Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.16 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$110 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$80 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.9 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$60.1 Million2.57% of portfolio