Provence Wealth Management Group Schwab Fundamental Emerging Mk Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Provence Wealth Management Group holds 232 shares of FNDE stock, worth $8,389. This represents 0.0% of its overall portfolio holdings.
Number of Shares
232
Previous 232
-0.0%
Holding current value
$8,389
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
427Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$64.4 Million2.53% of portfolio