Magnolia Private Wealth, LLC Schwab Fundamental Emerging Mk Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 27,465 shares of FNDE stock, worth $934,908. This represents 0.7% of its overall portfolio holdings.
Number of Shares
27,465
Previous 36,820
25.41%
Holding current value
$934,908
Previous $1.13 Billion
20.05%
% of portfolio
0.7%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
411Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$76.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$68.7 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio