Morningstar Investment Management LLC Schwab Fundamental Emerging Mk Transaction History
Morningstar Investment Management LLC
- $922 Million
- Q1 2024
A detailed history of Morningstar Investment Management LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Morningstar Investment Management LLC holds 650,867 shares of FNDE stock, worth $19.2 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
650,867
Previous 656,495
0.86%
Holding current value
$19.2 Million
Previous $17.8 Million
1.41%
% of portfolio
1.96%
Previous 2.05%
Shares
30 transactions
Others Institutions Holding FNDE
# of Institutions
318Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.69 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$110 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$80.4 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$78 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$77.5 Million0.14% of portfolio