Mission Wealth Management, LP Schwab Fundamental Emerging Mk Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Mission Wealth Management, LP holds 6,563 shares of FNDE stock, worth $218,285. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,563
Previous 7,677
14.51%
Holding current value
$218,285
Previous $223,000
9.87%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDE
# of Institutions
390Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.05 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$107 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$77.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$67.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$58.5 Million2.57% of portfolio