Kaizen Financial Strategies Schwab Fundamental Emerging Mk Transaction History
Kaizen Financial Strategies
- $175 Million
- Q1 2024
A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Kaizen Financial Strategies holds 44,133 shares of FNDE stock, worth $1.31 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
44,133
Previous 43,140
2.3%
Holding current value
$1.31 Million
Previous $1.17 Million
4.7%
% of portfolio
0.7%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
318Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.72 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$111 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$81 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$78.5 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$78 Million0.14% of portfolio