Occidental Asset Management, LLC Schwab Fundamental Emerging Mk Transaction History
Occidental Asset Management, LLC
- $717 Million
- Q2 2025
A detailed history of Occidental Asset Management, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Occidental Asset Management, LLC holds 49,070 shares of FNDE stock, worth $1.67 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
49,070
Previous 49,593
1.05%
Holding current value
$1.67 Million
Previous $1.53 Million
6.02%
% of portfolio
0.23%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding FNDE
# of Institutions
414Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.1 Billion0.71% of portfolio
-
Victory Capital Management Inc3.21MShares$109 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% 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