Leavell Investment Management, Inc. Schwab Fundamental Emerging Mk Transaction History
Leavell Investment Management, Inc.
- $1.71 Billion
- Q1 2024
A detailed history of Leavell Investment Management, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 42,084 shares of FNDE stock, worth $1.25 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
42,084
Previous 38,989
7.94%
Holding current value
$1.25 Million
Previous $1.06 Million
10.4%
% of portfolio
0.07%
Previous 0.07%
Shares
6 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