Madison Wealth Management Schwab Fundamental Emerging Mk Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Madison Wealth Management holds 107,458 shares of FNDE stock, worth $3.41 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
107,458
Previous 102,627
4.71%
Holding current value
$3.41 Million
Previous $2.75 Million
2.55%
% of portfolio
0.63%
Previous 0.59%
Shares
16 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$3.86 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$102 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$74.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$64.1 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$55.9 Million2.57% of portfolio