Kaizen Financial Strategies Schwab Fundamental Emerging Mk Transaction History
Kaizen Financial Strategies
- $162 Million
- Q1 2025
A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Kaizen Financial Strategies holds 45,433 shares of FNDE stock, worth $1.43 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
45,433
Previous 45,563
0.29%
Holding current value
$1.43 Million
Previous $1.32 Million
5.59%
% of portfolio
0.86%
Previous 0.8%
Shares
7 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
-
Victory Capital Management Inc3.21MShares$101 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$73.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$63.4 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.3 Million2.57% of portfolio