Laurel Wealth Planning LLC Schwab Fundamental Emerging Mk Transaction History
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
A detailed history of Laurel Wealth Planning LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 152,791 shares of FNDE stock, worth $4.59 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
152,791Holding current value
$4.59 Million% of portfolio
3.24%Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
376Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA123MShares$3.71 Billion0.68% of portfolio
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Victory Capital Management Inc3.68MShares$111 Million0.11% of portfolio
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1832 Asset Management L.P. Toronto, A62.48MShares$74.4 Million0.14% of portfolio
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Morgan Stanley New York, NY2.12MShares$63.7 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC1.92MShares$57.7 Million0.0% of portfolio