Geo Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Geo Wealth Management, LLC holds 780 shares of FNDE stock, worth $22,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

780

Holding current value

$22,729

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$28.02 - $32.68 $21,855 - $25,490	780 New	780 $25,000

Others Institutions Holding FNDE

# of Institutions

338

Shares Held

163M

Call Options Held

Put Options Held

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

View Full List

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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Schwab Fundamental Emerging Mk Transaction History