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 $7,716. This represents 0.0% of its overall portfolio holdings.
Number of Shares
232
Previous 232
-0.0%
Holding current value
$7,716
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDE
# of Institutions
391Shares Held
162MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA122MShares$4.05 Billion0.72% of portfolio
-
Victory Capital Management Inc3.21MShares$107 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.34MShares$77.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$67.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$58.5 Million2.57% of portfolio