Financial Synergies Wealth Advisors, Inc. Schwab Fundamental Emerging Mk Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 6,604 shares of FNDE stock, worth $207,431. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,604Holding current value
$207,431% of portfolio
0.02%Shares
20 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
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Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
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Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
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Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio