Mc Grath & Associates, Inc. Schwab Fundamental Emerging Mk Transaction History
Mc Grath & Associates, Inc.
- $67.3 Billion
- Q3 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 38,537 shares of FNDE stock, worth $1.44 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
38,537
Previous 41,236
6.55%
Holding current value
$1.44 Million
Previous $1.36 Billion
2.37%
% of portfolio
2.07%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding FNDE
# of Institutions
435Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.56 Billion0.73% of portfolio
-
Morgan Stanley New York, NY2.8MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$88.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.02MShares$75.7 Million0.05% of portfolio
-
Bogart Wealth, LLC1.77MShares$66.4 Million2.61% of portfolio