Perfromance Wealth Partners, LLC Schwab Fundamental Emerging Mk Transaction History
Perfromance Wealth Partners, LLC
- $3.08 Billion
- Q2 2025
A detailed history of Perfromance Wealth Partners, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 21,268 shares of FNDE stock, worth $723,962. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,268Holding current value
$723,962% of portfolio
0.02%Shares
1 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
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Victory Capital Management Inc3.21MShares$109 Million0.11% of portfolio
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Morgan Stanley New York, NY2.34MShares$79.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.02MShares$68.7 Million0.01% of portfolio
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Bogart Wealth, LLC1.78MShares$60.6 Million2.53% of portfolio