New England Private Wealth Advisors LLC Schwab Fundamental Emerging Mk Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 6,842 shares of FNDE stock, worth $208,544. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,842
Previous 6,795
0.69%
Holding current value
$208,544
Previous $200,000
10.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FNDE
# of Institutions
336Shares Held
163MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA124MShares$3.78 Billion0.78% of portfolio
-
Victory Capital Management Inc3.7MShares$113 Million0.12% of portfolio
-
1832 Asset Management L.P. Toronto, A62.47MShares$75.4 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.12MShares$64.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$58.2 Million0.01% of portfolio