Hamilton Point Investment Advisors, LLC Schwab Fundamental Emerging Mk Transaction History
Hamilton Point Investment Advisors, LLC
- $634 Million
- Q3 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 835 shares of FNDE stock, worth $30,193. This represents 0.0% of its overall portfolio holdings.
Number of Shares
835
              Previous 835
              
        
           -0.0%
        
      
          
        Holding current value
$30,193
            Previous $27,000
            
        
           11.11%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  1 transactions
	
  Others Institutions Holding FNDE
# of Institutions
428Shares Held
164MCall Options Held
0Put Options Held
0- 
    
      Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
- 
    
      Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
- 
    
      Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
- 
    
      Bogart Wealth, LLC1.77MShares$64.1 Million2.61% of portfolio